Investor Portal | Alphiniti Money
Investor Portal on Alphiniti Money. Your all-in-one personal finance hub for effortless budgeting, spending tracking.
Data types
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Account
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Transaction
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Budget
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Bill
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LinkedApp
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SharedAccount
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InvestmentAccount
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InvestmentHolding
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CryptoAccount
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CryptoAsset
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BillAlert
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TransactionCategory
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ApiKey
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SharedRecord
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Child
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CollegeFund
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ChildTransaction
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RetirementAccount
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VacationFund
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GoalInvestmentLink
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TravelMembership
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RebalancingScenario
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Debt
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AdvisorAccess
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WatchlistItem
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AdvisorMessage
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AdvisorAction
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FinancialGoal
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AppNotifications
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UserProfile
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Advertiser
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SyncLog
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CategoryRule
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Insurance
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RecurringExpense
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SpendingAlert
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CustomTransactionRule
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SharedBucket
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SharedExpense
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ExpenseSettlement
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RealEstateProperty
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SyncEntityConfig
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SyncFieldMapping
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MutationLog
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SpokeConnection
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InvestorFirm
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InvestorAccess
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InvestorDocument
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DocumentAccessLog
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NetWorthSnapshot
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UserDocument
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AdvisorAuditLog
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SyncState
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DocumentVault
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TransactionSuggestion
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Subscription
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BillNegotiation
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MarketVolatilityAlert
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VolatilityThreshold
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RebalancingTarget
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DriftAlert
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CryptoConnection
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ModelPortfolio
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RebalancingRecommendation
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AdvisorClient
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AdvisorCommunication
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AdvisorBill
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ScheduledAdvisorReport
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FinancialAdvisingCompany
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CompanyAdministrator
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CompanyAdvisor
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CompanyBilling
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CompanyBillingTemplate
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AdvisorDocumentShare
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DocumentSignature
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AdvisorChatMessage
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AdvisorTask
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BillingSchedule
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InvestorMessage
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InvestorTask
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InvestorMeeting
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ClientLead
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ClientSegment
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ClientTag
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ComplianceChecklist
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PerformanceBenchmark
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RiskAssessment
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ClientReport
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WorkflowTemplate
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WorkflowInstance
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UserSecurity
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TaxLossAlert
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TradeOrder
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KnowledgeBase