The app offers swift and safe OCR capture for receipts, bills, and invoices. It extracts vendor details, payment information, totals, taxes, and line items, providing automated data entry and reporting.
View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
