Manage tools, equipment, and consumables by assigning them to employees and job sites. View tool details, documentation, and training materials. Schedule maintenance and track asset locations in real time.
View asset performance data, access portfolio details, and receive personalized insights. Track investments, set reminders, and communicate with financial advisors. Receive notifications and update account information securely.
Create and assign , track completion status, and manage asset health insights to prevent equipment failures. Log maintenance activities, set reminders, and access real-time updates across devices.
Track assets in real time with scanning for pickup or drop-off. View turnaround times in list or map views. Contact possessors with a single tap. Navigate to new accounts.
Manage employee performance with goal tracking, feedback submission, and progress reports. Access training resources and company policies. Schedule and attend virtual meetings. View real-time team analytics and project updates.
Track individual assets and total net worth across different asset classes and holdings. View top holdings and all positions. Analyze specific companies for detailed insights and data-driven decision-making.
Manage company office assets by scanning barcode serial numbers and verifying details. Search assets by owner, location, type, or ID. Update ownership and location in real time. Create service requests through integration with Service Request.