Manage and trade securely. Access custody services for cryptocurrencies. Execute trades through a secure platform. Monitor portfolio performance and transaction history. Set up alerts for price changes and account activity.
The app provides Shariah compliance ratings for stocks and includes a purification calculator. Users can visualize compliant stocks by industry and analyze stock peers.
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.
The app allows users to handle purchase invoices, create travel and sales invoices, and digitize receipts. Users require an activated account for Heeros products to utilize this application.