PeakPlanner – Track your money 对比 Pocket Plan App 的使用情况和统计数据
No more going online to the PeakAlpha website to track your finances, mutual fund investments, net worth, assets and liabilities, performance and action recommendations with this app from PeakAlpha, India's #1 Financial Planners.
PeakPlanner brings your personal financial dashboard to your fingertips, with an intuitive, easy-to-use interface and effortless navigation to track investments, print reports, schedule meetings and review and approve recommendations. Packed with practical, user-friendly features.
· View details of different assets including mutual funds, insurance, foreign exchange, real estate and liabilities.
· Check the current value of your mutual funds portfolio, including realized and total gains,
· Monitor performance for specific funds or for the entire portfolio.
· View your ongoing Systematic Investment Plans (SIPs).
· Check details of your scheduled 1-on-1 financial review sessions such as date, time, mode of review, session number.
· View and print the latest financial planning report from your personal financial advisor, or review past reports.
· Evaluate and take decisions of recommendations from your financial advisor. Clicking ‘Approve’ triggers an email notification to your execution team.
· Check status of actions on recommendations from earlier review sessions.
· Review your service requests and their status, as well as your pending action to-dos.
· Read financial articles and blogs relevant to you
· Contact anyone at PeakAlpha, including your personal financial advisor, scheduling team or execution team.
- Apple 应用商店
- 免费
- 金融
商店排名
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Plan and manage your retirement. Use Pocket Plan to provide current & accurate professional grade financial reports, for free. You can access your custom reports instantly after you sign into your financial accounts.
By using real account data from your Checking, Savings, 401k, IRA and other accounts, we map your current Retirement plan. This plan looks at your Income, Expenses, Savings and Investment Performance. You can see a total view of your finances from today until age 86.
Your plan's health is shown with your Retirement Score. You don't need to know any finance or do any learning. Instead, just check your Retirement Score.
Your can test different ways to improve your Retirement Score using Scenarios. These scenarios allow you to adjust inputs like how much you save, when you retire & how much you spend. Update a single number or many to see what the impact is on your Retirement Score.
Your account comes with desktop access as well. This is where you will be able to see all of your information and access additional tools.
- Apple 应用商店
- 免费
- 金融
商店排名
- -
PeakPlanner – Track your money VS. 
Pocket Plan App十二月 17, 2024