Monitor account balances in real time. Deposit checks remotely. Review six months of transaction history. Transfer funds between accounts. Pay bills or send money directly. View and activate cashback offers.
Create reminders and set chime times with a two-step process. Choose daily, weekly, monthly, yearly, or custom intervals for repetition. Customize actions and organize tasks with simple scheduling options.
Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
Manage for yourself or your team. Create, update, and cancel on the fly. Enter client information and set first during meetings. Sync schedules across devices and access business data remotely.
Set reminders for tasks or appointments with customizable alerts. Choose repetition intervals and sound options. Mark reminders as completed and view a list of all active reminders. Sync across devices for consistent access.
Manage services by viewing and updating account details instantly. Track usage with real-time bundle monitoring. Make secure payments or top up mobile service with quick taps. View payment history and manage multiple billing accounts in one place.
Manage business orders by approving line items and notifying clients. Make payments securely and transmit credit card information. Track order status and communicate with clients directly.
Review client profiles to view past appointments, previous purchases, and social media links. Manage schedules with weekly views and staff assignments. Update client notes and send reminders directly from the .
Save money securely with interest earning and access from any device. Set savings goals, track progress, and manage multiple accounts. Create and monitor KidsBox for children with educational content and spending limits.
Manage data with a centralized database. Store contact information, notes, and communication history. Schedule follow-ups and send messages directly. Access details from any location. Sync across devices and share files securely.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Manage business networks remotely with real-time monitoring and control. Set up and manage routers, access points, and switches without an IT team. Create custom network configurations and define user roles for employees and guests.
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.