The app offers digital marketing solutions for financial industries. It provides content, tools, and operations to support wealth management digital transformation, marketing, and post-investment services.
by Shanghai Beta Information Technology Co., Ltd.★ 5.01 ratingsFinanceFreeData updated 2026-10-26
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a advisor. Manage budgets and track spending.
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 investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.
