InvestMates: AI Wealth Manager

InvestMate is a comprehensive wealth management app designed to empower retail investors worldwide. Our mission is to help individuals grow their wealth and achieve unparalleled success in their financial journey. We offer a suite of tools and features that were previously only available to high net worth individuals, allowing anyone to manage their wealth like the top 1%. With AI-powered insights, we aim to guide our users towards their dream financial goals. One of our key features is multi-asset tracking, which allows users to effortlessly track stocks across various brokers, manage family investments, and track regular and direct mutual funds. But we don't stop there - our app also allows users to link other assets such as fixed deposits, bonds, PF, and insurance, providing a comprehensive overview of their entire portfolio. We also offer advanced portfolio analytics, including daily profit and loss statements, investment performance assessments, and actionable insights for informed decision-making. Our portfolio health score feature helps users improve their returns with real-time health charts and portfolio optimization, providing valuable insights to build and maintain a winning investment portfolio. At InvestMate, we prioritize the security of our users' data. We use bank-grade security measures, including AES 256-bit encryption and TLS 1.3 for secure data transit. Our app also offers 2FA, PIN code, and fingerprint authentication for added security. We never store banking credentials or transfer money, ensuring the safety of our users' information. In addition to portfolio tracking and wealth management, we also offer financial planning services. Users can craft goal-based portfolios, utilize dynamic asset allocation and optimization, and receive assistance with tax planning, retirement planning, estate planning, and repatriation. Our app also features smart baskets for smarter tracking, allowing users to create custom baskets based on the types of assets in their portfolio. This feature helps users cluster their assets and track their growth in real-time. InvestMate also offers a personalized investment experience, aligned with each user's risk profile, insights, and interests. Our app provides tailored insights to help users stay abreast of market trends and make informed decisions. Other products offered by InvestMate include access to loans against investments at the lowest interest rates and curated investment products to help users reach their financial goals. We take the privacy and security of our users seriously, and we never access or share their data or credentials. Everything stays encrypted and secure at all times. Our users have shared their positive experiences with InvestMate, with one user stating that their portfolio is now stress-free with the help of our app. Another user praises our app for providing a level of insights on their stock portfolio that they have never seen before. And as an NRI, one user appreciates how our app allows them to track all their Indian and US stocks, mutual funds, and real estate in one place, saving them time and effort. InvestMate is available for download on the App Store and Google Play. We are proud to be the leading portfolio tracker and wealth management app, providing comprehensive support and resources to help our users achieve their financial goals. Visit our official website for more information and detailed insights: https://investmates.io/.