The app provides institutional investment professionals with market information and data. It offers comprehensive coverage on over 55,000 stocks with proprietary charts, ratings, and tools for stock evaluation.
Manage preconstruction tasks with team collaboration tools. Track contacts and stay connected with clients. Organize project pursuits and streamline communication across the team.
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
Manage customer interactions with in- messaging and service requests. Track job status and update notes. Schedule appointments and send invoices. Access real-time data on job progress and customer history.
