PeakPlanner – Track your money
ID: com.peakalpha.pa
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Phiên bản:
Varies with device
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Cập nhật:
2022-10-31
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Mô tả của PeakPlanner – Track your money
Instantly check finances, track investments, view and print reports, schedule review meetings and view action recommendations with this app from PeakAlpha, India's #1 financial planners.
Track mutual funds investments, assets and liabilities, performance and net worth on your personal dashboard. PeakPlanner brings your personal financial dashboard to your fingertips, with an intuitive, easy-to-use interface and effortless navigation. For registered clients of PeakAlpha.
1. View details of different assets including mutual funds, insurance, foreign exchange, real estate and liabilities
2. Check the current value of your mutual funds portfolio, including realized and total gains
3. Monitor performance for specific funds or for the entire mutual funds portfolio
4. View your ongoing Systematic Investment Plans (SIPs)
5. Check details of your scheduled 1-on-1 financial review sessions such as date, time, mode of review, session number
6. View and print the latest financial planning report from your personal financial advisor, or review past reports
7. Evaluate and take decisions of recommendations from your financial advisor. Clicking ‘Approve’ triggers an email notification to your execution team
8. Check status of actions on recommendations from earlier review sessions
9. Review your service requests and their status, as well as your pending action to-dos
10. Read financial articles and blogs relevant to you
11. Contact anyone at PeakAlpha, including your personal financial advisor, scheduling team or execution team
Track mutual funds investments, assets and liabilities, performance and net worth on your personal dashboard. PeakPlanner brings your personal financial dashboard to your fingertips, with an intuitive, easy-to-use interface and effortless navigation. For registered clients of PeakAlpha.
1. View details of different assets including mutual funds, insurance, foreign exchange, real estate and liabilities
2. Check the current value of your mutual funds portfolio, including realized and total gains
3. Monitor performance for specific funds or for the entire mutual funds portfolio
4. View your ongoing Systematic Investment Plans (SIPs)
5. Check details of your scheduled 1-on-1 financial review sessions such as date, time, mode of review, session number
6. View and print the latest financial planning report from your personal financial advisor, or review past reports
7. Evaluate and take decisions of recommendations from your financial advisor. Clicking ‘Approve’ triggers an email notification to your execution team
8. Check status of actions on recommendations from earlier review sessions
9. Review your service requests and their status, as well as your pending action to-dos
10. Read financial articles and blogs relevant to you
11. Contact anyone at PeakAlpha, including your personal financial advisor, scheduling team or execution team
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PeakPlanner – Track your money Varies with device APK cho Android Varies with device+
Phiên bản | Varies with device cho Android Varies with device+ |
Cập nhật | 2022-10-31 |
Lượt tải | 500++ |
Kích thước tập tin | 12.556.859 bytes |
Quyền | xem các quyền |
Cập nhật mới | Minor bug fixes and improvements |
Phiên bản cũ hơn:
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