Create, edit, sync, and download research and contact records. Search records by keyword, entity, or date range. Download data for offline use. Manage client information and update details remotely.
by FactSet Research Systems, Inc.★ 4.04 ratingsBusinessFreeData updated 2026-09-12
Records audio conversations and generates accurate transcripts with speaker labels. Creates concise summaries of meetings, interviews, or lectures. Allows users to ask specific questions about content and receive targeted responses.
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.
Track stock and options prices in real time. Place market, limit, and stop orders. Access research reports and AI-driven insights. Paper trade to practice strategies. View portfolio performance and manage positions.
Access purchased content like videos, music, books, and workout plans. Stream or download files for offline use. View sales data and performance charts for creators. Manage and organize your library across devices.
File claims by submitting required documents. Upload invoices and medical records. Track pet health metrics and set reminders. Receive notifications about policy details and claim status. Manage pet wellness plans and view policy information.
High-quality audio for case notes, interviews, or field research. using AI or order human transcripts with 99% accuracy. Edit, highlight, and collaborate on transcripts. Sync across devices and use AI templates for analysis.
Manage leads with instant push notifications and 1-touch access to details. Communicate via call, text, or email. Send mass messages and share properties directly. Create and edit saved searches. Filter and sort leads for efficient task management.
Manage bills, transfer funds, and track transactions
Manage accounts by showing or hiding them and editing nicknames. Set up and manage bill pay and alerts. Transfer funds between accounts and financial institutions. Search and download transaction history.
Create, search, and edit work orders with tracking numbers, work order numbers, purchase order numbers, or location keywords. Reassign work orders and filter by status. Edit details like status, priority, and schedule.
Manage and edit spreadsheets, , and files directly on iPhone and iPad. Organize files with a file manager, create and edit text , and sync with iCloud. Access features like document sharing and cloud storage integration.
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.
Track expenses, manage accounts, transfer funds, view
Manage daily finances by tracking credit card charges and cash expenditures. Create multiple accounts, save recurring transactions, transfer funds, and view reports and graphs. Export data and search transactions by date.
Access patient charts, update medical records, and manage appointments remotely. View lab results, prescribe medications, and send secure messages. Sync with cloud-based EHR system for real-time updates and staff access.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.