Organize financial accounts by connecting checking, savings, and credit cards. Track spending and debts. Set and monitor financial goals such as saving for college or paying off debt. Receive insights to guide financial decisions.
View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.
Track net across categories like banking, investments, and loans. Add custom categories and view trends with detailed charts. Compare current net to previous months. Set savings and investment goals. Secure financial data stays on the device.
