
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
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.
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+
- 18+
- Copyright
- © 1 % Club 2024 All Rights Reserved. One Club Ventures Pvt. Ltd.