The app supports iOS and Android systems, with a new web version for easier recording. It offers budget templates and a "re-accounting" mode for tracking multiple expenses, comparing budget to actual spending.
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The app offers fund trading, product inquiries, and cash management. It provides fund type coverage, real-time net value updates, and transaction capabilities including subscriptions, redemptions, and fixed investments.
The app provides a central location for coaches to manage client information, session notes, appointments, billing, and coaching questions. It allows users to record session details, track client progress, and organize business operations.
