Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
Manage accounts, view balances, transfer funds, pay
Check account balances and view recent transactions. Transfer money between accounts, pay bills, and deposit checks by photo. Access features securely anytime from a device.
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
Trade financial instruments with market, pending, and conditional orders. Access over 1500 instruments across 8 asset classes. Use hedging, scalping, and news strategies. Monitor positions and execute trades from live and demo accounts.
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.