Asset Tracking

Unified
Net Worth.

Finally, a single number that represents your entire wealth across the US and India. Real-time exchange rates, asset allocation analysis, and jurisdiction-based breakdown.

Unified Net Worth Dashboard

Your financial truth, in one place.

A high-fidelity dashboard built for the modern US-India global citizen.

18+ Account Types

Native support for US (401(k), IRA, Roth IRA, HSA, Brokerage) and India (NRE, NRO, PPF, EPF, Real Estate, Gold). Track it all with institutional precision.

Family Net Worth

Tag accounts with joint holders from family members to get a combined net worth view, including spouse and dependent assets.

Real-time FX Conversion

Instantly toggle your entire portfolio between USD and INR using live exchange rates for accurate cross-border valuations.

Accounts & Assets

Detailed Account Breakdown

Native support for a multitude of account types across jurisdictions. Connect and easily classify your 401(k), IRA, checking, or specialty accounts natively with detailed metadata structures.

Account Breakdown
Family Intelligence

Family Wealth Synchronization

Tag specific accounts with joint holders from within your family members profile list. Obtain a highly sophisticated combined net worth view highlighting interdependent household assets.

Family Wealth Profiles