Moduit Wealth Partner vs Moneta

Moduit Wealth Partner app provides Moduit Wealth Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, Moduit Wealth Partners can view their customer portfolio balances anytime and anywhere from their devices. - Plan your prospect journey. - Assist with customer financial journey. - Guided asset allocation tool. - Track your performance Moduit Wealth Partner app lets you be in control of your client’s portfolio so you will never miss an opportunity focusing on the business. Registered and regulated by OJK. Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.

Moneta is the simplest way to see your entire net worth in one place. Add every account you own — cash, bank, investments, crypto — in any currency, and Moneta instantly converts and sums them into a single, always-up-to-date total. A clean home screen shows your wealth at a glance, with a live chart of how it has grown over 1, 3 or 12 months. WHY MONETA • Total net worth — every account, converted to your base currency automatically. • Multi-currency — USD, EUR, PLN, GBP with live exchange rates. • Per-account history — see how each account grows, with dated changes. • Beautiful & fast — a native, thoughtfully designed interface in light and dark mode. • Private by design — no account, no sign-up, no tracking. Your data never leaves your iPhone. • Locked down — optional Face ID / Touch ID and one-tap blur to hide balances. Moneta doesn't connect to your bank, doesn't ask for logins, and doesn't collect any data. It is just you and a clear picture of your money. Track your wealth. Keep it private. Watch it grow.