PeakPlanner – Track your money 4+
PeakAlpha Investment Services Private Limited
专为 iPad 设计
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- 免费
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简介
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.
新内容
版本 1.3.2
Minor bug fixes and improvements
App 隐私
开发者“PeakAlpha Investment Services Private Limited”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息,请参阅开发者隐私政策。
未收集数据
开发者不会从此 App 中收集任何数据。
隐私处理规范可能基于你使用的功能或你的年龄等因素而有所不同。了解更多
信息
- 提供者
- PeakAlpha Investment Services Private Limited
- 大小
- 43.6 MB
- 类別
- 财务
- 兼容性
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- iPhone
- 设备需装有 iOS 10.0 或更高版本。
- iPad
- 设备需装有 iPadOS 10.0 或更高版本。
- iPod touch
- 设备需装有 iOS 10.0 或更高版本。
- Mac
- 需要 macOS 11.0 或更高版本以及装有 Apple M1 或更高版本芯片的 Mac。
- 语言
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英语
- 年龄分级
- 4+
- Copyright
- © 2020 PeakAlpha Investment Services Pvt Ltd
- 价格
- 免费