Check balances anytime, view pending transactions, create and manage fund transfers, and review transaction history. Access messages and monitor account activity remotely.
View account balances, holdings, and activity in real time. Access trade confirmations, tax statements, and account statements. Place orders and check order status. Receive secure alerts and manage account settings remotely.
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
Optimise digital document workflows by uploading invoices and authorising them remotely. Pre-selected users can review, approve, or reject documents. Place documents on hold for more information. Add or view comments from colleagues.
The app allows users to check account balances, view transactions, and transfer funds. Users can also check messages and search transaction history by date and description.