Idea: Consolidate view for the family across Investments and Insurance
I manage accounts for 8 members of my family. Across these 8 members, there are investments across instruments, term insurance, health insurance and LIC policies.
Each of these instruments are accessible individually through their websites at an individual level. However, it would be much helpful if there was a family level view of the updated investments value, insurance policies due and payment reminders - so as to view a complete performance report for the entire family.
In the context of the current covid situation, it would be useful if all insurance documents are stored and accessible by each family member individually. Since in most cases, insurance policies for a family is taken care of by one person in the family, it is not usually available to access, when needed, by other members of the family. In the same context, if there is a way for Jupiter to identify the emails that contains the policy copy, payment confirmation or renewal confirmation and tag a link of that/those email (s) to the payment line in the bank statement as well as the Insurance section for the family, tracing that information at the time of need would be much helpful.