Manage investments, plan finances, and access advisory services. Track portfolio performance, set financial goals, and receive personalized recommendations. Schedule meetings, view account statements, and communicate with advisors securely.
The app provides a paid subscription service with subsets of the Jewelers Board of Trade Annual Reference Book. It contains over 30,000 jewelry retailers, wholesalers, and manufacturers in North America and internationally.
KW allows users to access message board communications, stay updated on news and updates, and connect with agents, partners, and clients. Users can send and receive messages, view announcements, and participate in discussions.
Manage appointments, process payments, and print receipts. Track employee hours and calculate salaries. Generate detailed reports. Issue gift cards and manage loyalty programs. Allow customer check-ins and staff clock-in.
