The app provides a 360-degree view of firms, offices, and advisors, tracking communication history and market segment performance. It manages CRM activities, schedules calls, and updates contacts for sales preparedness and efficiency.
Calculate tax for Canadian provinces and territories. Input before or after tax amounts to find the total. Dictate values via Apple Watch for quick results. Sync with Apple Health for tax tracking. Export tax calculations as PDF.
View balances and transaction details for current day and previous periods. Approve wire transfers, ACH batches, and operator passwords. Review Positive Pay exceptions and ACH Positive Pay suspects.