8FIGURES vs Invst Freedom Embark

Free portfolio & net worth tracker for serious investors, plus your personal AI investment team. 8FIGURES links your brokerages, banks, crypto, and private investments into one live picture of everything you own and owe. Prices, dividends, and coupons update automatically, and you see the real return on every position. No ads, no sales calls, no selling your data — we make money one way: optional advice from your AI investment team, for a flat subscription, never a percentage of your assets. 8FIGURES Inc. is an SEC-registered investment adviser. TRACK EVERYTHING YOU OWN • Stocks and ETFs with dividends • Crypto from exchanges and wallets • Bonds with coupons and YTM, maturity, duration • Real estate with linked mortgage • Equity compensation — RSUs, options, and ESPPs • Angel investments in startups — SAFEs and equity • LP stakes in private venture and PE funds ACCOUNT CONNECTIONS THAT WORK • Link nearly any US bank or broker — securely, in read-only mode • We also support many EU and UK banks • Link major crypto exchanges and wallets • Add any asset manually — any listed ticker supported NUMBERS YOU CAN ACTUALLY TRUST • Measure performance with IRR (Internal Rate of Return) — the metric professionals use and most brokers don't show • Slice and dice your allocation across asset classes, industries, and countries • Analyze returns with TWR (Time-Weighted Return) and MWR (Money-Weighted Return), so deposits and withdrawals don't distort your numbers • Multi-currency support for global investments ADD YOUR DEBTS TO SEE YOUR NET WORTH • Link your mortgage to your home to see your home equity • Add loans, credit cards, and tax liabilities • Track your net worth to reach your financial goals AN INVESTMENT TEAM IN YOUR POCKET Five specialized AI agents, led by an AI Investment Advisor that sees your full portfolio: • Portfolio Manager — builds and rebalances your allocation • Research Analyst — digs into every holding you own • Risk Officer — flags hidden concentration and challenges risky moves • Tax Advisor — optimizes for after-tax returns • Financial Planner — tracks progress to your goals The team monitors your portfolio 24/7 and shares news, alerts, and insights. Ask anything and get a straight answer grounded in your real numbers — what to buy, hold, or sell, and why. SECURITY FIRST • Bank-grade AES-256 encryption • Read-only access: 8FIGURES can't place trades or move your money • Secure account connections via Plaid and other trusted providers • Your data stays private — even our team can't access it without your approval • Export or delete your data whenever you choose TRUSTED BY INVESTORS Over 10,000 investors track $100M+ in linked assets with 8FIGURES. Featured by Forbes, Investopedia, Kiplinger, Yahoo Finance, and U.S. News. DISCLAIMER 8FIGURES Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. For additional information about our advisory services, please view our Form ADV Part 2A and Form CRS on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov. 8FIGURES provides investment guidance using software-based models and algorithms. Information in the app may be general in nature and is not legal or tax advice. Investing involves risk, and you are responsible for your decisions. 8FIGURES Inc. is acting as an agent of TrueLayer, who is providing the regulated Account Information Service, and is authorized and regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 and the Electronic Money Regulations 2011 (Firm Reference Number: 901096). 8FIGURES® is a registered trademark with the U.S. Patent & Trademark Office (Registration No. 7727610). Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula

Transform Your Financial Future with Personalized Wealth Management Invst is your comprehensive personal wealth management platform designed to help you live the life you want by making money work for you. Whether you're just starting your financial journey or looking to optimize your existing strategy, our app provides the tools, guidance, and expertise you need to build lasting wealth. WHAT MAKES INVST UNIQUE • Personalized Financial Life Scorecard - Get a complete assessment of your financial health across Protection, Assets, Liabilities, and Cash Flow • AI-Powered Recommendations - Receive tailored advice based on your unique financial situation and goals • Expert Advisor Network - Connect with certified financial advisors when you need professional guidance • Interactive Onboarding Journey - Complete questionnaires that adapt to your responses for maximum personalization • Real-Time Progress Tracking - Monitor your financial improvement with dynamic scorecards and actionable tasks KEY FEATURES Financial Health Assessment: Comprehensive 20-question Financial Life Scorecard Instant scoring across four critical financial categories Personalized improvement recommendations Track progress over time Smart Wealth Building Tools: Real-time net worth calculation Cash flow analysis and budgeting tools Investment portfolio tracking and optimization Protection planning for insurance and estate needs Personalized Action Plans: Custom task lists based on your scorecard results Step-by-step guidance for financial improvements Priority-based recommendations for maximum impact Progress tracking with completion rewards Professional Support: Connect with certified financial advisors Schedule consultations and planning sessions Receive professional financial plans and deliverables Access to wealth management expertise Phase 1 - Peace of Mind & Harmony: Discover your WHY and financial motivations Identify WHO you want to become financially Set up your financial GAMEBOARD Phase 2 - Value & Wealth: Learn the 15 essential financial RULES Master wealth-building EXECUTION strategies ACCELERATE your path to financial freedom PRIVACY & SECURITY Your financial data is protected with: Bank-level 256-bit encryption Secure cloud storage Privacy-first data handling No selling of personal information Compliance with financial industry standards EDUCATIONAL RESOURCES Curated financial news and insights Educational content library Market updates and analysis Financial planning guides and tools FOR EVERYONE Perfect for: Young professionals starting their financial journey Families planning for the future Pre-retirees optimizing their strategy Anyone seeking financial clarity and direction START YOUR JOURNEY TODAY Download FinAdvice and take the first step toward financial freedom. Complete your Financial Life Scorecard in just 10 minutes and discover your personalized path to wealth. "A Personal Wealth Management Building Program Designed FOR YOU, BY YOU So You Can Live A Wealthy, Work-Optional Life Before & Beyond Retirement"