Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Manage properties, track bookings, and send reports
Manage tasks and work orders, receive resident payments on-the-go, view property and tenant information. Access key details for property owners. Track vendor and owner data. Submit work orders and manage payments remotely.
View paychecks, statements, and tax information. Manage direct deposit details. Track time-off requests and approve them. Access emergency contact and benefits coverage data. Update personal information securely.
Manage business data on the go. Email, text, or call investors and fund managers. Log activities into . Get driving directions and view nearby items using built-in iOS features.
Submit inspections (DVIRs), create and track work orders, and manage maintenance tasks. Assign and monitor assignments for drivers and technicians. Access vehicle and equipment data. Receive alerts for upcoming maintenance.
Manage investment portfolios with analytics, fund comparison, and portfolio X-ray tools. Track performance across PMS, MF, ULIPS, and AIFs. Set personalized alerts and access real-time data from 300+ AMCs.
Connect with business professionals through a digital platform. Schedule meetings, access member profiles, and explore investment opportunities. Discover partner companies and job listings.
Manage healthcare benefit accounts with real-time balance and transaction tracking. Fund HSAs from checking or savings accounts. View email alerts and contact administrators via email or phone.
Track and manage investment portfolios with real-time transaction recording across equities, derivatives, structured products, and fixed income. Monitor asset performance, generate reports, and reconcile trades within a centralized platform.