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
Manage business and wholesale operations with AI-driven task automation. Create and execute sourcing plans through smart conversations. Develop new products using keyword inputs for market research and social analysis.
Check account balances and search transactions by date, amount, or check number. Pay bills, edit scheduled payments, and review past payments. Transfer funds between accounts.
Manage contacts and investor profiles in real-time with editing and viewing capabilities. Log activities and access recent investor data. Search and filter contacts for efficient management.
Capture ideas, meetings, and research with voice recordings. Convert audio into structured notes with transcripts. Edit, refine, or organize notes. Attach audio and text for reference. Retrieve notes when needed.
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills, edit scheduled payments, and view past payments.
Access training videos in 18 languages. Participate in daily live sessions with educators. View market research tools and trade alerts. Track progress and manage learning resources. Export content for offline use.
Track expenses, manage assets, build financial records
Track expenses, income, and assets. Create custom categories for bookkeeping. Link accounts, subscriptions, and assets. Set up relationships and manage inventory. Edit transactions and view detailed reports. Customize data fields and export records.
Manage contact information with customizable profiles and profile pictures. Share profiles via QR code or phone sharing. Organize contacts and view detailed information. Sync with phone contacts and update details remotely.
Manage patient records with integrated treatment planning and history. Add notes and update conditions with single-click actions. Schedule appointments and access cloud-based data across devices.
The app provides institutional clients with research, market monitors, analytical tools, and FX pricing. It offers a personalized and interactive experience synchronized with the desktop version.
Manage contacts by grouping them automatically based on company names. Create, edit, or delete groups and individual contacts. Search for contacts and send emails or SMS/MMS to group members. Add todo tasks for contacts.
Manage case details, schedule appointments, and track deadlines. Access documents, send messages, and update client information. Sync calendar events and receive notifications for case updates. View case summaries and client contact details.
Track stock portfolios with real-time data and price alerts. Research using in- analysis tools. Monitor market trends and set investment goals. Access detailed company financials and . Place trades without commissions. Sync portfolio across devices.
Create a profile to access research studies. Browse and apply for studies matching your interests. Receive notifications about suitable studies. Record short video responses to study questions. Earn payment via PayPal after completing studies.
Access real-time data and reports from enterprise systems. View and manage cases, track progress, and receive alerts. Share documents and communicate with team members securely. Sync with central databases for updated information.
Access detailed profiles of Congress members, their staff, and federal leaders. Search for individuals and track legislation. Retrieve direct contact details including phone, email, and social media.
Check balances and review recent transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Deposit checks remotely. Transfer funds between accounts. View transaction history and account details.
Access market insights and credit research on mobile devices. View company-specific data and metrics. Navigate through personalized feeds. Receive updates on market movements. Manage risk with real-time analysis.
Monitor key metrics and entities on a customizable home screen. View centralized event feeds and identify correlations. Access detailed entity data and navigate between related entities. Use Automated Transaction Diagnostics to identify root causes.
Manage with real-time sync to prevent data loss. Create multiple address books for organized storage. Import and export in various formats. Merge duplicates to keep your accurate and up-to-date.