This task can be performed using Braintrust
Everything you need to grow your wealth
Best product for this task
Braintrust
fintech
Braintrust is a financial super-app with all the tools you need to grow your wealth. You can manage your day-to-day finances and long-term planning in one dashboard, with one log-in. From trading, to banking, to managed portfolios. You can even get an inside look at exclusive, private investment deals with our company and founder interviews, explainers, and site visits. Qualified investors can participate in deals Sharktank-style, and invite friends to participate in deals together.
What to expect from an ideal product
- Access all your bank accounts, investments, and trading activity through one single login instead of juggling multiple apps and websites
- Track your spending, savings goals, and investment performance on the same screen to see your complete financial picture at a glance
- Manage both your daily expenses and retirement planning from one place without switching between different platforms
- Monitor your stock trades, managed portfolios, and private investment deals side-by-side to understand how each affects your total wealth
- Get real-time updates on all your financial accounts in one dashboard so you always know where your money is and how it's performing
