Create and customize branding materials with drag-and-drop tools. Access a library of over 1 million customizable designs. Use 200+ fonts across 9 families. Export in multiple formats. Share designs directly from the .
Create professional branding materials with customizable templates. Access a library of over 1 million designs. Choose from 200+ fonts across 9 families. Edit text, colors, and layouts. Export designs in multiple formats.
Manage digital assets including Bitcoin, Ethereum, Solana, and others. Send and receive crypto across 125+ blockchains. Import unlimited tokens without delays. Sync wallets across devices. View transaction history and asset balances.
Search for Registered Investment Advisers by name, city, state, country, or Reg AUM. View Regulatory AUM, address, contact info, control persons, and details. Purchase AUM range filters for funds, private equity, and venture capital funds.
Access reference materials including government rules, reporting requirements, and filing deadlines. View contact information for attorneys. Link to external resources and regulatory guidance.
The app offers users access to account information, including balances, holdings, and activity. Users can view real-time quotes and place trades for equities and mutual funds if enabled by their financial institution.
Perform calculations with time value of money, cash flow analysis, and bond calculations. Input data for present value, future value, and interest rates. Calculate internal rate of return and modified internal rate of return.
Access account balances and portfolio details. View transaction history and performance metrics. Download statements and reports. Receive notifications and manage contact information. Perform transactions and track fund movements.
Create and customize invoices and estimates with logos, signatures, and branding. Collect signatures in person or online. Attach photos to documents. Convert estimates to invoices quickly. Duplicate templates. Save recurring line items.