PeakPlanner – Track your money 4+
PeakAlpha Investment Services Private Limited
Ontworpen voor iPad
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- Gratis
Schermafbeeldingen
Beschrijving
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.
Nieuw
Versie 1.3.2
Minor bug fixes and improvements
App-privacy
De ontwikkelaar, PeakAlpha Investment Services Private Limited, heeft aangegeven dat volgens de toepassing van het privacybeleid van de app gegevens kunnen worden beheerd zoals hieronder staat beschreven. Ga voor meer informatie naar het privacybeleid van de ontwikkelaar.
Er worden geen gegevens verzameld
De ontwikkelaar verzamelt geen gegevens van deze app.
Toepassing van het privacybeleid kan variëren op basis van bijvoorbeeld de functies die je gebruikt of je leeftijd. Lees meer
Informatie
- Provider
- PeakAlpha Investment Services Private Limited
- Grootte
- 43,6 MB
- Categorie
- Financiën
- Compatibiliteit
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- iPhone
- Vereist iOS 10.0 of nieuwer.
- iPad
- Vereist iPadOS 10.0 of nieuwer.
- iPod touch
- Vereist iOS 10.0 of nieuwer.
- Mac
- Vereist een Mac met macOS 11.0 of nieuwer én Apple M1-chip of nieuwer.
- Apple Vision
- Vereist visionOS 1.0 of nieuwer.
- Talen
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Engels
- Leeftijd
- 4+
- Copyright
- © 2020 PeakAlpha Investment Services Pvt Ltd
- Prijs
- Gratis