Track individual assets and total net worth across different asset classes and holdings. View top holdings and all positions. Analyze specific companies for detailed insights and data-driven decision-making.
Manage requests, tasks, and approvals with real-time dashboards and an AI-powered voice assistant. Switch between service desk instances and modules. Create and assign tickets. Track progress and approvals across departments.
The app provides inventory and asset tracking using a phone's camera to scan QR codes. It allows users to record transactions, check stock counts, and access item details through voice commands or scans.
Manage company office assets by scanning barcode serial numbers and verifying details. Search assets by owner, location, type, or ID. Update ownership and location in real time. Create service requests through integration with Service Request.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.