The Wealth App by M2M Technologies offers clients seamless access to their investment portfolios 2025-10-29T21:44:39Z

The WealthThe Wealth App Allows Clients of M2M Technologies To View their investments in Mutual Funds, Fixed Deposit and Insurance at the click of a button. It also provides a consolidated investment report.

Wealthy Partner - MFDs & IFAsWealthy Partners App is one of the fastest-growing \xf0\x9f\x9a\x80 apps made for mutual fund distributors, insurance advisors, wealth managers, financial advisors, LIC agents, or anyone looking to earn money \xf0\x9f\x92\xb0 by selling financial products.Partners with

Roongta SecuritiesRoongta Securities is an app for financial investors to view there investment portfolio, wealth reports, calculators, goal tracker and many more such features. This product is conceived and developed by Redvision as an extension to there award winning financial advisor portfolio management system. To access this app you will have to be registered user with your financial advisor.More

My Ewealth - Mutual Fund AppA dedicated app for all your Mutual Fund & Portfolio Management.Paperless Investment: Quick and simple account opening process and instant activation. In a few minutes, you're ready to ride a brand new wave of investing.Instant SIP investment: Once you are registered. It takes less than a minute to begin a SIP investment.Access to Powerful Handpicked Best Performing Schemes: We adopt a holistic and unbiased approach and recommend plans after thorough research and anal

Wealth Elite(This App is only for registered privileged investors.)Wealth Elite empower Investors to invest online in top-performing mutual funds schemes, track and manage your Wealth portfolio, map your investments with your life's goals.Key Features of Wealth Elite:\xe2\x80\xa2 Easy Portfolio Manager - We made the investment reports very easy, all the key data you can view in a glance.\xe2\x80\xa2 Research - Invest in well researched cherry-picked perfectly balanced portfolio.\xe2\x80\xa2 Onli

Trove - Investing, simplifiedInvest in stocks, bonds & more with the insight and confidence you need to succeed, even if you\xe2\x80\x99ve never bought a stock or bond before. With our mobile application, you now have access to everything you need at the tap of a button\xe2\x80\x94including investing, trading, research, and more. Download now to get started!\xe2\x80\x8bNew features\xe2\x9c\xa8Introducing CardsWith Trove, you now have access to a Virtual Mastercard so you can invest, spend and pa

Crypto portfolio by CoinTrackCRYPTO PORTFOLIO AND REAL-TIME DATA\xf0\x9f\x93\x88 Add your asset data to our crypto portfolio to create a comprehensive crypto portfolio for your portfolio. Compare and group your assets, get real-time price dynamics, and track your daily profits and losses. Use the crypto tracker and the data obtained from it to make informed investment decisions.\xe2\x82\xbf Choose the investment with a level of risk that suits you.\xf0\x9f\x92\xb2 Create multiple crypto portfoli

Gera WealthGera Wealth is one-stop app for all your investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:- Mutual Funds- Equity Shares- Bonds- Fixed Deposits- PMS- InsuranceKey Features:- Complete Portfolio report download including all assets.- View historical Performance of your Portfolio easily- Easy login via your Google email id.- Transaction statement of any period- 1 Click Statement of Account Download for any Asset Ma

VistaWealthVista Wealth is the app brought to you by Vista Wealth Pvt. Ltd. This App is for Investors to track their Investment Portfolio and know about Vista Wealth . Products covered include Mutual Funds & Equity Shares. Key Features of VistaWealth1. Family Portfolio- Check updated Family Portfolio.2. Applicant Portfolio- Check updated Applicant wise Portfolio.3. Asset Allocation- Get the details of your Net Worth and its composition.4. Sector Allocation- Get to know sector wise allocation of

Kristal: Digital Wealth ManagerSearching for trending investments from around the world? They\xe2\x80\x99re all on\xc2\xa0Kristal.AI.Now with a brand new look and feel!We offer a vast range of investments for Accredited Investors. From award-winning funds to alternative and impact investments, and p

Opco Client Access mobile appAccess your Oppenheimer & Co. Inc. account information whenever and wherever you are with the Opco Client Access mobile app.Current users of our Client Access website (http://www.opco.com/ClientAccess) that have completed the identity verification process can start using the app immediately.Users that do not have a User Name to access Client Access should contact their Financial Advisor for assistance. You will need to complete the identity verification process on th

MJ WealthMJ Wealth is an online Mutual Fund investment platform that provides you with digital financial advice and scientific portfolio allocation. Our application offers you Online Trading Share, Mutual-Fund, SIP.MJ Wealth focuses on Research, Portfolio Monitoring, Invest in Mutual funds online, and many more. We at MJ Wealth will enhance your mutual fund investment experience and Safety & Security.More

Shreekant Investment1) Easy Portfolio Manager - We Made The Investment Reports Very Easy, All The Key Data You Can View In A Glance.2) Research - Invest In Well Researched Cherry-Picked Perfectly Balanced Portfolio.3) Paper-Less Investments - We Offer A 100% Paperless Process Of Investment. It Takes A Few Seconds To Register A SIP Or Purchase An ELSS.4) 100% Safe And Secure - Managed On Dedicated Server With Bank-Grade Security To Manage Your Data.5) Get A Summary View Of The Current Status Of Y

Rain lashed against my studio window as I hunched over tax documents, the glow of my laptop casting long shadows. Spreadsheets mocked me with their disjointed numbers – a retirement fund here, an inherited IRA there, and mutual funds scattered like forgotten toys. That sinking feeling hit again: I was 42 and my financial life resembled a teenager's messy bedroom. My freelance design business thrived, but my investments? Pure chaos. I'd avoided confronting this jumble for years, paralyzed by the

LC WealthLC Wealth is one-stop solution for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:- Mutual Funds- Equity Shares- Bonds- Fixed Deposits- PMS- InsuranceKey Features:- Complete Portfolio report download including all assets.- View historical Performance of your Portfolio easily- Easy login via your Google email id.- Transaction statement of any period- 1 Click Statement of Account Download for any

smallcase: Stocks, MFs, FDssmallcase is a model portfolio-based investment app that offers over 500+ readymade portfolios of stocks and ETFs, created by SEBI-registered investment experts. You can also invest in zero-commission direct mutual funds, fixed deposits and more.Simply connect your broking

Finanzfluss CopilotThe Copilot financial flow gives you an all-round overview of your finances. Connect all your accounts and portfolios for free in just a few minutes. Analyze your investments and always keep an eye on assets and expenses.We use feedback from our community to continually improve the app and regularly add new, practical features. The app offers the following functionalities:YOUR ASSETS AT A GLANCEYour total assets are the most important financial figure. Import all your assets i

JamaWealth Investment AdvisoryJama is the best mutual fund and financial planning / financial advisor app trusted by thousands of members, advising on hundreds of crores of their money.1. Invest with peace of mind, in best direct mutual funds and earn up to 40% higher returns compared to regular plans, by paying zero commissions. We work for you, not for the AMC or a distributor. 2. Get a FREE financial plan to jumpstart your life\xe2\x80\x99s money goals. Revise it any number of times.3. Get b

Al Meezan InvestmentsDownload the new Al Meezan investment management application to get a whole new experience with managing your mutual fund investments. The new application lets you -\tView Equity, Commodity, Money Market & Forex details-\tWatch live Stock Market Performance data-\tProvides complete details of Al Meezan\xe2\x80\x99s investment funds-\tHelps you choose the right investment product using calculators and questionnaires-\tView NAV details for all funds and their historical trends

AssetPlus - Mutual Funds & SIPAssetPlus is an investment application designed for mutual fund investments in India. It provides guidance for users on their path to financial freedom, focusing primarily on mutual funds and systematic investment plans (SIPs). Available for the Android platform, the app allows users to easily manage their investments and achieve their financial goals. Individuals interested in enhancing their investment journey can download AssetPlus to access its features.The app