EdWealth: Your Money Person — ASO

By Finture Development Limited on AppTrack Ninja.

Cash & Wealth Manager

Finally, a money person on your side. Ed sees what's at risk, where you can grow, and what is worth looking at next, across cash, investing, RSU, runway, and the years ahead. You don't have to become a finance nerd. HOW ED WORKS 1. Connect your accounts through Plaid. Ed reads your real money, across as many accounts as you have. 2. Take the Money Diagnosis, a two-minute checkup. Ed surfaces the three decisions worth your attention. 3. Set the goals that matter. Ed helps you shape the plan and tracks progress. 4. Each morning, Brief brings five things worth your attention, tuned to your asset…

Categories: Utilities

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