Enter client info, manage contacts, track commissions,
Enter client contact information and manage contacts. View news and notes from the back office portal. Submit business reports and track commissions directly within the .
Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.
The app provides live prices for over 550 currency pairs and precious metals. Users can execute FX/PM Spot, Forward, and NDF orders, manage their blotter, and receive market commentary and push notifications.
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
