Castlepoint Wealth vs PerkTracker

Castlepoint Wealth Advisor’s unique mobile app provides a dashboard of your finances, interactive reports, and a secure document vault– TOP FEATURES • Interactive dashboard showing all your retirement accounts, linked bank accounts, and net worth statement. • Dynamic reports with current investment information. • Document vault for securely viewing files.

PerkTracker helps you easily track, organize, and maximize the value of your credit card perks. Stop losing money from unused credits, forgotten benefits, or expired offers. PerkTracker brings all your perks together and keeps everything up to date—automatically. Key Features • Smart Perk Tracking Automatically organizes your card benefits by category, issuer, and renewal cycle. Quickly see what’s active, what’s expiring soon, and what you’ve already used. • Expiration & Renewal Alerts Get reminders before perks expire, so you never miss monthly or annual credits again. • Clean, Simple Interface A minimal and intuitive design makes it easy to view all your perks at a glance—no clutter, no confusion. • Flexible Perk Management Mark perks as used, skipped, or inactive. Add custom perks, edit details, or note special terms. • Multi-Card Support Track perks across all your cards in one place. Great for maximizing value across Amex, Chase, Citi, and more. Why PerkTracker? Credit card perks can be valuable, but they’re easy to forget. PerkTracker ensures you get the maximum value from every card you own—effortlessly.