The app provides cash register functions for retailers, including ticket management, customer accounts, and stock levels. It offers payment options via Zettle, SumUp, and Stripe Terminal, and integrates with printers and barcode readers.
Calculate business valuations using WACC, APV, DGM, and ROV methods. Input financial data to generate valuations. Value bonds, annuities, and other financial instruments with built-in calculators. Save and compare valuation results.
Access training videos, connect with coaches, and download course materials. Set reminders for meetings and events. Track progress toward leadership roles and access advanced content for career advancement.
View portfolio, track performance, access financial info
View portfolio details, including positions and performance. Add external retirement plans. Access contact information and website links. Retrieve financial data and manage account overview.
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.