Include any money you might have with other institutions.
Connect joint and trust accounts to track shared money.
See your total earned dividends, tax losses harvested, and more.
Stay on track for your goals, and make adjustments if things change.
Track your deposits, spending, and transfers.
Get a detailed breakdown on just how your investments have performed, and see how our technology is working to save you more.
Set up a recurring deposit to save without lifting a finger, and then oversee your money movement right from your dashboard.