PeakPlanner – Track your money 4+
PeakAlpha Investment Services Private Limited
Designet til iPad
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- Gratis
Skærmbilleder
Beskrivelse
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.
Nyheder
Version 1.3.2
Minor bug fixes and improvements
App-anonymitet
Udvikleren, PeakAlpha Investment Services Private Limited, har angivet, at fremgangsmåder vedrørende app-anonymitet muligvis inkluderer håndtering af data som beskrevet nedenfor. Du kan få flere oplysninger her: udviklerens anonymitetspolitik.
Data indsamles ikke
Udvikleren indsamler ikke data fra denne app.
Fremgangsmåder vedrørende anonymitet kan variere, f.eks. baseret på de funktioner, du bruger, eller din alder. Læs mere
Oplysninger
- Leverandør
- PeakAlpha Investment Services Private Limited
- Størrelse
- 43,6 MB
- Kategori
- Finans
- Kompatibilitet
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- iPhone
- Kræver iOS 10.0 eller en nyere version.
- iPad
- Kræver iPadOS 10.0 eller en nyere version.
- iPod touch
- Kræver iOS 10.0 eller en nyere version.
- Mac
- Kræver macOS 11.0 eller en nyere version og en Mac med Apple M1-chip eller en nyere version.
- Apple Vision
- Kræver visionOS 1.0 eller en nyere version.
- Sprog
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Engelsk
- Alder
- 4+
- Copyright
- © 2020 PeakAlpha Investment Services Pvt Ltd
- Pris
- Gratis