Manage investments with access to 1700+ mutual fund schemes and SIPs. Track portfolio performance and set investment goals. Schedule and manage SIPs. View detailed fund information and historical returns.
The app provides Waverly Advisors' clients with access to account valuation, performance, and reporting information. It is developed for mobile devices.
Access policy documents and manage insurance plans
Access insurance policy documents, pay premiums, and view e-receipts online. Manage investments by accessing funds, viewing transaction history, and tracking performance. Submit claims and contact support through in- messaging.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Get real-time financial advice and track investments
AI chatbot provides real-time financial advice and answers questions. Track cryptocurrency portfolio and net worth on a dashboard. Set financial goals and receive personalized recommendations. Monitor spending and budget categories.
Manage multiple currencies for global transactions. Send and receive funds instantly across borders. Monitor account balances and transaction history in real time. Set spending limits and receive alerts for suspicious activity.