Schedule meetings by allowing clients and colleagues to book time online. Set available time slots and receive instant notifications. Sync with the built-in Calendar for real-time availability. Create a web page for appointment bookings.
Track net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
Manage property, connect with advisors, track transactions
Manage home buying, selling, and ownership with tools for property searches, document sharing, and communication with real estate agents. Track listings, set reminders, and access market data for informed decisions.