The app provides mortgage brokers access to the EASE platform, ChatUWM for assistance, and tools for managing loan scenarios. It allows users to view their pipeline, lock loans, check rates, and access property valuation tools.
Invest in globally diversified portfolios using low-cost ETFs. Select portfolios based on risk tolerance. Manage investments and track performance. Set up automatic contributions. Access real-time market data and research.
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.
Track income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
Lets users simulate trading with virtual currency. Invest in major cryptocurrencies, track portfolio performance, and monitor real-time market data. Set up and manage investment strategies without financial risk.
Manage and track digital assets such as cryptocurrencies, tokenized gold, and digital funds. View portfolio performance, send and receive assets, and set price alerts. Access real-time market data and transaction history within the .