Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
The app offers double-entry accounting, accounts receivable/payable, and split transactions. It includes a totals ticker for instant display of account totals and supports multiple currencies with automatic exchange rate updates.
Track expenses and organize project documents with automated cost tracking. View and manage project data through role-specific dashboards. Share and access documents securely. Set up and monitor project budgets.
