The app allows you to track your portfolio across asset classes like Mutual Funds, Stocks, Insurance, Fixed Deposits, Post Office Schemes etc
Money Tree - Wealth Management
by Vaishali Bhokare
What is it about?
The app allows you to track your portfolio across asset classes like Mutual Funds, Stocks, Insurance, Fixed Deposits, Post Office Schemes etc.
App Screenshots
App Store Description
The app allows you to track your portfolio across asset classes like Mutual Funds, Stocks, Insurance, Fixed Deposits, Post Office Schemes etc.
Your portfolio are available at a family level with further drill down options available at family member level.
There are multi level drill down options available for a more granular understanding of your entire financial portfolio.
This is an invite only app. The app does not allow you to sign up. Please check with your financial advisor if you are registered to use this app.
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.