Manage maintenance assignments and track progress with task lists and status updates. Search for service requests and perform offline actions. Document work and communicate with customers through built-in messaging.
Invest in stocks, ETFs, and options with no commissions. Trade mutual funds and select from curated portfolios. Access real-time quotes, charts, and research. Manage accounts, transfer funds, and view transaction history.
Access building services, view onsite events, read news and updates, and connect with . Receive notifications about building activities and amenities. Manage interactions with building staff and community members.
Track customer interactions, store contacts, and client details. Log follow-ups, message history, special dates, preferences, and product likes. Share notes across multiple sales associates and locations.
Check balances and review recent transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Deposit checks by photo. Transfer funds between accounts. View account details and transaction history.
Access reports, market analysis, and financial insights from Partners. Subscribe to view detailed macroeconomic forecasts, capital market trends, and corporate advisory content. Download and save reports for offline reading.
Browse property listings and search for homes or commercial spaces. View detailed descriptions, photos, and location information. Schedule property viewings and contact agents directly. Track property history and receive alerts for new listings.