Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Access event schedules, view exhibitor listings, and navigate the floor. Download presentations and connect with attendees. Submit feedback and access exclusive content.
Track sales pipeline progress by categorizing leads and setting follow-up reminders. Monitor available funds and receive notifications. Simplify management without complex setup or integrations.
Manage appointments and schedules with booking tools and reminders. Track customer details and service history with photo records. Process payments via POS, gift vouchers, and credit card readers.
The app provides daily business information through emissions updated at the start and end of the business day. It also includes a weekend emission and updates for breaking news.
Create lists for shops, grocery stores, restaurants, and other businesses. Input cost and sale prices for products. View product prices instantly. Store unlimited items and categories. Generate printable images.
