Access real-time financial data from deal books, earnings, and CRM. Retrieve instant answers to critical queries. Securely view board decks and investment research. Share insights and collaborate with team members.
Monitor accounts, deposit checks, make transfers, pay
Monitor checking and savings account balances, view mortgage and loan balances, and set account alerts. Deposit checks via photo, transfer funds, and pay bills. Enable Touch ID or Face ID for secure access.
And sign documents directly from your computer, phone, or tablet. Manage and organize signed files. Collaborate with others by sharing and tracking document status. Send reminders for pending signatures. Export signed documents in multiple formats.
Monitor accounts, deposit checks, make transfers, pay
Manage accounts by checking balances and transaction history for checking, savings, mortgages, and loans. Set account alerts and adjust preferences. Deposit checks via photo, make transfers, and pay bills.
With an AI-powered e-signature. Analyze agreements and contracts for potential risks. Add handwritten signatures via photo. Ask questions about the document content.