White Label

Chen Family

International multi-currency contributors. APAC allocation drifted — rebalancing recommended.

Total AUM

-0.8%

Monthly Contributions

Total Contributions

Goal Progress

Children Parents Extended

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Wei Chen

Father

Active$8,900

Lin Chen

Mother

Active$5,200

Ming Chen

Grandfather

Active$6,800

Yan Li

Grandmother

Active$3,400

Jun Zhang

Uncle

Active$2,100

Mei Wang

Aunt

Active$1,800

Fang Chen

Godfather

Pending

Amy Chen

Age 11 · College Fund

On Track

$18,400 of $42,000 target52%

Kevin Chen

Age 7 · Education Fund

Slightly Behind

$8,200 of $46,200 target31%

Lily Chen

Age 2 · College Fund

On Track

$4,600 of $48,000 target8%