digital portfolio management 2025-11-07T21:27:21Z

IG WealthEasy and secure access to your IG Wealth Management accounts from your mobile device or tablet \xe2\x80\x94 anywhere and at any time. \t\xe2\x80\xa2\tAccess to your IG Living Plan\xe2\x84\xa2 and assessment, as well as financial recommendations from your consultant\t\xe2\x80\xa2\tSecure an

EzMobileTradingEzMobileTrading is a free application that allows FPTS\xe2\x80\x99s clients to trade Vietnamese securities. You can manage your account, view market data in real-time, build personalized watchlists, place orders, transfer money and so much more. It\xe2\x80\x99s really easy to trade securities. To start, just download EzMobileTrading right now!EzMobileTrading supports both English and Vietnamese language.MONITOR YOUR ACCOUNT\xe2\x80\xa2 Track account balances, asset report & transa

ClientFirst ServicesClientFirst Services has launched an application for it's Clients. This application will help them to track their Investments related reports. Report Details:(1) AUM Report: This section provides Nature Wise & Sub Nature Wise AUM with interactive Chart.(2) Valuation Report: This section provides Investment Summary of under various modes.(3) Gain Loss Report: This report provides your Capital Gain loss details on MF investments.(4) Other Re

HEM CONNECTHem Securities continues to make the system of Digital Backoffice more accessible on the go for its Authorised Person , with Hem ConnectIt is a newly introduced simplified and a verified tool of the company that allows its AP's to conveniently track their client accounts , brokerage , trial balance , live obligations , client queries and much more on a single click . This platform resolves all the back office management in a multiple tab format by linking the user to their online acco

VPS IFAIFA: Application to support investors on financial and investment products

UTI BuddyUTI Buddy is a mobile application designed specifically for Mutual Fund Distributors (MFDs) and partners to aid in providing financial planning services to their customers in a digital format. This app streamlines various financial transactions and offers tools for managing investments effectively. Available for the Android platform, users can easily download UTI Buddy to enhance their financial service offerings.The app includes an intuitive interface that simplifies the onboarding pro

InvestimentosInvestimentos is an investment application developed by BB, designed to facilitate the management and tracking of various asset types, including Treasury Direct, stocks, ETFs, and Real Estate Funds. The app is available for the Android platform and offers users a straightforward way to

Mediobanca PremierMediobanca Premier is a financial management application designed to facilitate various banking operations for its users. The app aims to enhance the user experience by providing intuitive and personalized services, making it easier to manage financial assets. Available for the Android platform, users can download Mediobanca Premier to access a range of features that streamline their banking needs.Upon logging into the app, users can quickly view the total value of their assets

Scripbox: Mutual Fund & SIPScripbox is a mutual funds and SIP (Systematic Investment Plan) app designed to assist users in managing their investments effectively. This application provides a streamlined platform for users to invest in a diverse range of mutual fund schemes, making it a useful tool f

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

Rain lashed against my apartment windows as the clock glowed 3:07 AM. My palms were slick with sweat, fingers trembling over the phone screen. The Fed chair had just dropped a bombshell announcement - interest rates slashed beyond projections. Markets were going berserk, my energy stocks soaring like bottle rockets. But my old brokerage app? Frozen on a loading spinner, mocking me with its digital indifference. I smashed the refresh button until my thumbnail throbbed, watching potential gains ev

Ulzii&Co CapitalThis app is provided for clients of Ulzii & Co to manage their accounts from anywhere anytime.

IN-Gauge HospitalityIN-Gauge provides revenue-generating technology at your fingertips. Take the guesswork out of your performance data with IN-Gauge. See how IN-Gauge can help you based on your role below: Portfolio Managers Identify the KPIs that maximize revenue at every customer touchpoint \xe2

FSM Mobile - Invest GloballyFSMOne.com, a fintech platform established in Singapore (formerly known as Fundsupermart.com) offers a comprehensive online investment platform to empower investors in Singapore, Hong Kong and Malaysia to invest in simple and transparent investment products with one singl

NBK Suisse- Stay connected to your wealth with NBK Private Bank\xe2\x80\x99s new "NBK Suisse" app.- Offering a range of features to help you manage your wealth and track your cash accounts. - The app allows seamless authentication to access the e-Banking site for more detailed information anyt

Rupeezy - Stocks, Mutual FundsRupeezy is a stock and mutual fund trading application designed for users in India, providing a platform for reliable online trading and investment. Available for the Android platform, users can download Rupeezy to access a range of financial services, including stock t

MProfitMProfit is India\xe2\x80\x99s leading portfolio management & accounting solution catering to investors, financial advisors, wealth managers, brokers, family offices & chartered accountants. With MProfit, you can manage & track your investments across a large number of asset classes that seaml

Krushna FinservKrushna Finserv is Portfolio Tracking App for the clients of Krushna Finserv LLP.Our clients can login here and track their investments in various instruments such as :1. Mutual Funds.The app provides a snapshot of your current investments as well as details of the scheme wise investments. You may download portfolio reports also.Users may view and invest in:1. Top Performers.2. Top SIP Schemes3. Market UpdatesSimple financial calculators are provided to view the power of compoundi

BH GroupBH Group 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

Every morning used to start with a pit in my stomach as thick as cold coffee grounds. I'd stare at the mountain of client files on my desk - 107 human beings trusting me with their life savings, each portfolio a tangled web of stocks, bonds, and ETFs screaming for attention. My fingers would cramp around the mouse, dragging formulas across endless Excel sheets until midnight, only to discover sunrise creeping through my office blinds. The numbers blurred into meaningless gray blocks, my clients'