Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Using iPhone or iPad camera. Convert to PDF or image formats. Edit text, crop, and annotate scans. Save, organize, and share files. Sync with cloud storage services. Export as email attachments or social media posts.
The app allows users to digitally identify themselves and sign documents. Users can access e-services from Swedish authorities and businesses, and sign agreements like contracts and loan documents.
Organize and store important documents, digital assets, and personal wishes in one secure platform. Set up access for loved ones, protect sensitive information, and create clear directives for end-of-life planning.
And sign documents directly from your computer, phone, or tablet. Manage and organize signed files. Collaborate with others by sharing and tracking document status. Send reminders for pending signatures. Export signed documents in multiple formats.