Easyvest – Simplify Retirement Planning and Grow Smarter Portfolios is an intuitive financial tool designed to help individuals create strong investment portfolios and plan their retirement with clarity and convenience. Built around automation, transparency, and security, Easyvest supports investors of all experience levels—from first-time savers to seasoned professionals—offering portfolio tracking, personalized insights, and secure access from anywhere. With a simple account setup and real-time visibility into performance, Easyvest empowers you to take long-term control of your financial future.
Monitor Portfolio Value and Performance
- Stay informed about your investment journey.
- Track the real-time value of your portfolio as markets shift.
- Review key metrics including daily, monthly, and lifetime profit/loss.
- Analyze long-term portfolio performance against benchmark indexes and projected goals.
- Understand how market movements affect your holdings and asset distribution.
Asset and Allocation Breakdown
- Explore your investments with deeper granularity.
- View your portfolio’s diversified asset classes, including ETFs, bonds, and equity allocations.
- Get a breakdown of each fund’s underlying constituents to better understand exposure and risk.
- See allocations update dynamically in response to market fluctuations or portfolio adjustments.
Pension Planning Made Easy
- Visualize your retirement in minutes.
- Use built-in retirement planning tools to simulate future income and withdrawal strategies.
- Set a target retirement date, savings goal, or income expectation and receive automated projections.
- Compare different scenarios by adjusting variables such as contributions, investment horizon, and expected returns.
- Track progress toward your pension objectives directly from the app.
Personalized Alerts and Recommendations
- Stay proactive with intelligent updates.
- Receive notifications about market trends, portfolio movements, and milestone achievements.
- Get periodic prompts to rebalance or optimize based on market conditions and your risk profile.
- Stay on top of account contributions, performance summaries, and planning milestones with tailored insights.
Secure Authentication and Data Access
- Your privacy and safety are top priorities.
- Log in quickly using PIN code, Touch ID, or Face ID depending on your device preferences.
- All account data is secured with end-to-end encryption and privacy-compliant protocols.
- Access your full portfolio and planning dashboard securely from mobile or supported devices.
Open and Manage Investment Accounts
- Start investing without the paperwork.
- Register and open an Easyvest investment account directly from within the app.
- Choose your investment goals and risk preferences through a guided setup process.
- Automate contributions, track transfers, and review your plan with minimal effort.
Direct Communication with the Easyvest Team
- Support that evolves with you.
- Reach out to the Easyvest team at any time via in-app messaging.
- Ask questions, provide suggestions, or request portfolio reviews from licensed professionals.
- Benefit from clear, human support in financial decision-making.
Frequently Asked Questions
Q: Can I monitor investment performance over time?
Yes, the app provides ongoing insight into profit, value, and portfolio evolution.
Q: Does Easyvest help with retirement planning?
Yes, it includes a visual retirement planning tool for projecting future income needs.
Q: Is the app secure for personal financial data?
Yes, it uses PIN, TouchID/FaceID, and encrypted storage for secure access.
Q: Can I open an investment account directly in the app?
Yes, new accounts can be created and funded from within the app interface.
Q: What kind of notifications will I receive?
You’ll receive personalized updates on portfolio changes, savings tips, and financial milestones.
Q: How can I contact the support team?
The app offers a built-in messaging feature for sending feedback or questions.
Q: Can I explore detailed asset compositions?
Yes, you can view the structure and composition of your portfolio holdings.
Version History
v2.14.0 —— 4 Dec 2024
New portfolio reference—updated system for tracking and managing investment portfolios.
v2.13.0 —— 24 Mar 2024
itsme® identity verification—streamlined account opening with secure digital ID integration.
v2.10.0 —— 13 Dec 2023
itsme® login support—log in to your account using the trusted itsme® authentication method.
