Access investment portfolios and accounts from anywhere. View consolidated portfolio overview across all accounts. Manage and transfer funds between accounts. Track market news and stock prices in real time.
Access insurance policies and services anytime. Submit documents like invoices, medical receipts, and prescriptions via scan, photo, or PDF. Track processing status of submitted forms. Retrieve policy details and service information remotely.
Send and receive money instantly via smartphone. Pay at stores or online using a card reader. Set a 6-digit PIN or use fingerprint for secure access. No transaction fees and no account maintenance costs.
Manage health insurance services through a mobile . View and send documents via photo. Send bills with barcode in two clicks. Access insurance information and services. Sync across devices. Track health-related tasks and notifications.
And upload receipts directly from your iPhone or iPad. Convert device into a portable scanner. Manage invoices, create offers, track customers, and handle tax returns through the . Sync data with account for seamless bookkeeping.
Access company accounts from anywhere. View account balances and transaction history. Perform banking tasks. Connect to multiple banks. Sync with Lexware Office for accounting. Manage finances and operations remotely.
Check account balances, make payments by scanning, and track stock orders. View transaction history and manage budgets. Order foreign currencies, open accounts, and set up recurring payments. Customize a personal dashboard with favorites.
Manage accounts, make payments, check balances, communicate
Access account balances and transaction history. Make payments securely with fingerprint or facial recognition. Communicate with financial advisors. Check asset overview. Perform banking tasks remotely via smartphone.