PeakPlanner – Track your money 4+
PeakAlpha Investment Services Private Limited
Desenvolvida para iPad
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- Grátis
Capturas de ecrã
Descrição
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.
Novidades
Versão 1.3.2
Minor bug fixes and improvements
Privacidade da app
O programador, PeakAlpha Investment Services Private Limited, indicou que as práticas de privacidade da app podem incluir o tratamento de dados conforme descrito abaixo. Encontrará mais informação na política de privacidade do programador.
Dados não recolhidos
O programador não recolhe quaisquer dados desta app.
As práticas de privacidade podem variar, por exemplo, consoante as funcionalidades utilizadas ou a idade do utilizador. Saiba mais
Informação
- Fornecedor
- PeakAlpha Investment Services Private Limited
- Tamanho
- 43,6 MB
- Categoria
- Finanças
- Compatibilidade
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- iPhone
- Requer o iOS 10.0 ou posterior.
- iPad
- Requer o iPadOS 10.0 ou posterior.
- iPod touch
- Requer o iOS 10.0 ou posterior.
- Mac
- Requer o macOS 11.0 ou posterior e o processador M1 da Apple ou posterior.
- Idiomas
-
Inglês
- Idade
- 4+
- Copyright
- © 2020 PeakAlpha Investment Services Pvt Ltd
- Preço
- Grátis