View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
Access order status by status type for clear overview. Send shipping requests directly from iPhone. View invoices, set automatic shipping values, and receive push notifications for order updates, invoice availability, and delivery confirmations.
Process credit card and ACH payments. Track approved, declined, and historical transactions. Refund or void transactions. Accept tips and custom surcharges. Collect signatures and send email receipts.
