App Profile: Pivot.Money - Networth Tracker

Comprehensive Wealth Tracking
Connect all your accounts, investments, properties, and assets automatically via Account Aggregator or manual input—giving you a complete financial picture in one place.

Personalized Investment Strategies
Receive hyper-personalized, unbiased recommendations tailored to your goals, risk appetite, and market conditions—free from product-pushing or commission-driven bias.

HumanAI Advisory
Ask anything—from “What should I do with my bonus?” to “Should I buy or rent?”—and receive intelligent, actionable answers powered by AI, with a human expert available when needed.

Goal-Based Planning
Set and track financial goals such as buying a home, funding your children’s education, or planning for retirement—with adaptive plans that evolve with your life.

Tax Optimization
Discover strategies to reduce your tax burden and grow your wealth faster—helping you stay ahead of inflation and market averages.

Insurance Management
Get clear, unbiased guidance on the right insurance solutions for you and your family—with complete transparency and no hidden agendas.

Emergency Fund Planning
Be prepared for the unexpected with strategies that keep your emergency fund both productive and accessible.

Bank-Level Security and Privacy
Your data is protected with bank-grade encryption and verified seamlessly through eKYC.

Smart, Intuitive Dashboard
Track your net worth, asset allocation, and overall financial health—instantly compare your performance against benchmarks and past trends.

Family Finances and Legacy Planning
Unify your family’s financial view and receive personalized insights for long-term planning, inheritance, and succession.