The app provides access to user accounts across various brokerage companies. It can be white-labeled to reflect a client's identity and theme for financial institutions.
by SK Advisory FZ LLC★ 0.00 ratingsFinanceFreeData updated 2026-10-28
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
The app provides functionality to create and manage invoices and budgets. It allows for the creation of client companies, products, and associated invoices or budgets, with options for PDF export and printing.