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PeakPlanner – Track your money 4+
PeakAlpha Investment Services Private Limited
Conçue pour iPad
-
- Gratuit
Captures d’écran
Description
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.
Nouveautés
Version 1.3.2
Minor bug fixes and improvements
Confidentialité de l’app
Le développeur PeakAlpha Investment Services Private Limited a indiqué que les pratiques de l’app en matière de confidentialité peuvent comprendre le traitement des données comme décrit ci‑dessous. Pour en savoir plus, consultez la politique de confidentialité du développeur.
Données non recueillies
Le développeur ne recueille aucune donnée avec cette app.
Les pratiques en matière de confidentialité peuvent varier selon les fonctionnalités que vous utilisez ou selon votre âge. En savoir plus
Détails
- Vendeur
- PeakAlpha Investment Services Private Limited
- Taille
- 43,6 Mo
- Catégorie
- Finance
- Compatibilité
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- iPhone
- Nécessite iOS 10.0 ou une version ultérieure.
- iPad
- Nécessite iPadOS 10.0 ou une version ultérieure.
- iPod touch
- Nécessite iOS 10.0 ou une version ultérieure.
- Mac
- Nécessite macOS 11.0 ou une version ultérieure et un Mac avec une puce Apple M1 ou une version ultérieure.
- Langues
-
Anglais
- Âge
- 4+
- Copyright
- © 2020 PeakAlpha Investment Services Pvt Ltd
- Prix
- Gratuit