EWM Client View vs Tabi

This app is specifically designed for clients of Elmwood Wealth Management to easily monitor their investment portfolio on a day to day basis. There are numerous default reports, plus many others you can utilize through the Reports tab. - Comprehensive investment dashboard: Get a clear overview of your financial health with our intuitive dashboard, where you track your account performance, holdings, and transactions in one central location. Visualize your financial data through charts and graphs. Why Choose the Elmwood Wealth app? - User-friendly interface: Our app is designed with simplicity in mind, making it accessible for users of all financial backgrounds. - Data security: We prioritize your data security and privacy, giving you and your financial team peace of mind when it comes to your data. - 24/7 access: Manage your finances on your terms, anytime, anywhere. - Please connect with an Elmwood team member for further assistance and login credentials

Know exactly what you're paying for. Tabi is a beautifully simple way to track every subscription — streaming, music, AI tools, cloud storage, games, and more — and never get surprised by a renewal again. See your real spend A clear monthly and yearly total across all your subscriptions, in your currency. Mixed currencies are converted automatically. Never miss a renewal A visual renewal timeline shows what's coming up, and local reminders nudge you before each one bills — so you can cancel in time if you want to. Add in seconds Pick from a catalog of 3,000+ services with real brand logos, or import from a screenshot or receipt — text is recognized right on your device. Private by design No account. No login. No ads. No tracking. Your data lives on your device and can sync privately through your own iCloud across your Apple devices. More • Home Screen and Lock Screen widgets • Multi-currency support • Categories, notes, and custom icons • Export your data as CSV or JSON anytime Tabi is made to be fast, calm, and respectful of your privacy. Track your subscriptions, cut the ones you don't use, and keep your spending in check.