One Platform. Complete Financial Clarity
Track Everything
View and track all your investments in one place.
AI-Powered Insights
Clear analysis, Insights and guidance. ​​No Cognitive Clutter
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Built for Security
Privacy, Data Encryption and security First. Executed for Trust
Easy Valuation
Upload pictures of your assets and get an instant valuation
Built for Clarity
Designed for Privacy
Your data is protected by encryption in transit and at rest, tightly controlled access and security first infrastructure practises.
Privacy is a core product principle and we only use your financial data for analysis of your portfolio. We do not ever sell your data.
Protecting your data is our highest priority
We do not store any of your credentials. When we integrate with third parties like your broker, access is handled through protected connections.
Pricing Plans
No Ads. No Selling your data. Across all Tiers. Free plans are always free
Foundation
For individuals starting their wealth journey
Track multi-channel assets from a single platform
Get clear financial insights, including net worth tracking
Family
Everything in foundation plus..
AI Import, Easy Valuation, Automatic NAV updates ...
Combine accounts, track assets across generations, succession planning and more ...
Legacy
For enterprises , HNIs and Wealth Management Houses
Your logo. your brand. BluSummit under the hood
AI Bot and Agents. Live Customer Support. The works.