A comprehensive financial planning portal app designed to empower clients with real-time access to their financial landscape. Users can:

View and manage their investment portfolios and accounts.
Track net worth with dynamic updates, including insights from linked external accounts.
Assess retirement success through personalized goal tracking and projections.
Gain detailed insights into their investment performance and allocations.
The app combines intuitive design with powerful tools to simplify financial management, providing a holistic view to help clients make informed decisions and stay on track toward their financial goals.