Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.
View investment portfolios, check performance, and track returns. Manage SIPs and switch funds. Receive real-time market updates and notifications. Access research reports and expert insights. Redeem investments and view transaction history.
Manage investments and track portfolio performance
Track stocks, cryptocurrencies, and cash holdings in real time. View portfolio performance and historical data. Set price alerts and receive notifications. Import data via API key from CoinMarketCap and TwelveData.
