![](/assets/artwork/1x1-42817eea7ade52607a760cbee00d1495.gif)
PeakPlanner – Track your money Brazil L +4
PeakAlpha Investment Services Private Limited
Desenvolvido para iPad
-
- Grátis
Capturas de tela
Descrição
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.
Novidades
Versão 1.3.2
Minor bug fixes and improvements
Privacidade do app
PeakAlpha Investment Services Private Limited, responsável pelo desenvolvimento do app, indicou que as práticas de privacidade do app podem incluir o gerenciamento de dados conforme descrito abaixo. Para mais informações, consulte sua política de privacidade.
Dados não coletados
Os desenvolvedores não coletam nenhum dado deste app.
As práticas de privacidade podem variar, por exemplo, com base nos recursos que você usa ou na sua idade. Saiba mais
Informações
- Venda
- PeakAlpha Investment Services Private Limited
- Tamanho
- 43,6 MB
- Categoria
- Finanças
- Compatibilidade
-
- iPhone
- Requer o iOS 10.0 ou posterior.
- iPad
- Requer o iPadOS 10.0 ou posterior.
- iPod touch
- Requer o iOS 10.0 ou posterior.
- Mac
- Requer o macOS 11.0 ou posterior e um Mac com o chip M1 da Apple ou posterior.
- Idiomas
-
Inglês
- Classificação indicativa
- +4
- Copyright
- © 2020 PeakAlpha Investment Services Pvt Ltd
- Preço
- Grátis