The app offers comprehensive business finance management with features like invoicing, stock tracking, and reporting. It provides multi-business support, secure cloud syncing, and simplified tax management for global accessibility.
Track portfolio performance with real-time updates and historical data. View fund details, including returns and risk ratings. Place mutual fund investments, set recurring contributions, and manage existing holdings.
Access private market investments with deal details, terms, and performance data. Review investment opportunities, manage portfolios, and track returns. Set custom diversification goals and receive real-time updates on fund performance.
