Manage customer information by viewing and editing basic details, contact records, and transaction history. Search customers using multiple conditions. View KPIs through a visual dashboard. Analyze sales funnels directly on mobile.
The app analyzes principles of time and direction to alter life's adversities. It uses elements like the sky, earth, and eight trigrams to understand trends and leverage time and space.
View assets, track financial products, learn about
View consolidated asset data from multiple banks in real time. Access up-to-date prices for stocks, funds, bonds, and other financial products. Receive educational content explaining investment risks and returns. No trading features included.