Personal CFO

Finance

Free · Designed for iPad

Personal CFO is designed to streamline your personal finance management by consolidating all your financial accounts into a single platform. With the ""One Family - One Account"" feature, you can effortlessly manage your family's investments and personal data in one place, making financial management simple and efficient. The app offers an intuitive interface with multiple themes for a rich and engaging user experience. Onboard yourself and be ready to invest within 10 minutes. The profile page brings all your investment accounts, mandates, and personal information together, enhancing accessibility and convenience. Security is a priority with Personal CFO. The app includes robust measures like PIN protection and biometric options such as fingerprint and face recognition, ensuring your data is secure. Handle over 20 asset classes, including mutual funds, stocks, insurance, and real estate, with detailed insights and improved functionalities for adding, editing, and deleting assets. Personal CFO is your go-to app for secure and comprehensive financial management.

Ratings & Reviews

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Version update

Version 2.0.0

The developer, Finance With Sharan, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary based, for example, on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    • Provider
      • Finance With Sharan
    • Size
      • 78.8 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 12.0 or later.
      • iPhone
        Requires iOS 12.0 or later.
      • iPad
        Requires iPadOS 12.0 or later.
      • iPod touch
        Requires iOS 12.0 or later.
      • Mac
        Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      18+
    • Copyright
      • © 1 % Club 2024 All Rights Reserved. One Club Ventures Pvt. Ltd.
  • Privacy Policy

    • More by Finance With Sharan

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