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
Captures meeting transcriptions and generates AI summaries. Extracts tasks and organizes notes. Syncs data with CRMs. Creates agendas and maintains compliance records.
The app allows users to track investments, access reports, and stay updated on financial plans and goals. Users can view portfolio holdings, account performance, and link outside accounts for a total financial picture.