Access your financial holdings, view detailed valuations, and manage custom portfolios. Communicate securely with your advisors and access market research. Biometric login provides convenient and secure access.
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Free
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Change the way you money
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Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.
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Manage all your financial accounts, track spending, and set budgets with smart insights and automated categorization. Features include expense splitting, recurring payment management, and personalized financial advice. Supports offline use and iCloud sync across Apple devices.
All accounts in one viewAutomatic transaction importBudgeting and spending tracking
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NAV Portal
by Nav Consulting Inc
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Securely access accounting reports, risk analytics, and portfolio data on the go. Monitor fund activities, generate reports, and log support requests from your mobile device. Offers the full desktop experience with enhanced flexibility for investment managers and investors.
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BlueSky Portal
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RI Marketplace
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Explore investment assets, review due diligence information, and receive real-time alerts. This app allows users to participate in market actions conveniently from any location.
Explore assetsReview due diligenceReal-time alerts
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Simplus Financial
by Simplus Financial Consultancy Private Limited
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Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track historical performance, download detailed reports, and invest online. Includes helpful financial calculators for retirement, SIPs, and EMIs.
Complete portfolio trackingHistorical performance viewTransaction statement download
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Legacy Financial Advisors
Legacy Financial
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This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.
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My Financial Advisor -Blueleaf
Your Advisor, Always There.
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Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.
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