Track and manage assets such as home, savings, and investments. Set financial goals and monitor progress. Receive alerts for account activity. Generate reports and analyze spending patterns. Sync data across devices.
The app provides access to bank accounts, transaction history, and credit card details. Users can perform national and international bank transfers, and locate branches and ATMs.
View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.