Manage mutual fund accounts and client connections
Manage Mutual Fund accounts with transaction tracking and business operations. View client portfolios, process investments, and monitor fund performance. Receive real-time updates and access detailed reports.
View all accounts with real-time balance updates. Transfer funds between accounts instantly. Set up recurring payments and track transaction history. Receive customizable alerts for account activity. Lock and unlock accounts remotely.
The app allows users to sell, manage, promote, and receive support for their business. Users can accept Visa, MasterCard, Discover, and American Express payments.
Create and send invoices and estimates instantly. Add photos for visual clarity. Share documents via email, messengers, or shareable links. Track payments and manage financial records within the .
Access bank accounts, transfer funds, and view transaction history. Generate one-time passwords for secure transactions. Enable fingerprint and face ID for login. Authorize payments with biometric verification.
Approve orders by scanning a graphic and entering a generated TAN. Use push to receive approval requests via push notification and confirm with a TAN. Activate the procedure by scanning a graphic in the activation letter.