Manage requests by creating, approving, or rejecting them. Access knowledge articles and news. View and update request statuses. Use smart ticketing and virtual agent support. Switch between tenants and search for offerings.
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Order and manage services by placing requests for Smart Hands, Work Visits, shipments, and trouble tickets. Review and approve orders and shipments. Communicate with technicians. Clone, modify, or cancel orders. Generate reports on orders and users.
