Investment Tracking
Addepar is an investment management platform for investors and advisors. Addepar helps to streamline and organize financial assets all into one place which allows for customized reporting.
BrightPlan brings streamlined investment advice and tools to the masses. Anyone can open an investment account with as little as $500. BrightPlan guides users to create a personalized financial plan based on their goals and connects them with a financial advisor from Plancorp.
Copilot uses machine learning to deliver powerful, hyper-personalized insights that help you effortlessly understand and manage how you spend, save, and invest your money. Transactions are organized automatically so they’re as easy to search, sort, and filter as your email inbox. The app uses crowdsourced feedback and machine learning to continuously improve the experience for everyone who uses it.