Create and manage invoices, quotes, and sales orders. Track payments and send reminders. Generate reports on unpaid invoices and sales. Email, print, or fax documents directly. Send client statements and recurring invoices.
Trade securities with real-time market quotes and fast-loading intraday and historical charts. Create custom and smart watch lists to track favorite stocks. Analyze market trends using watch-list charts with volume and percentage change data.
Compare insurance policies, calculate tax savings from health insurance purchases, and invest in ULIP or term insurance plans to reduce income tax. View tax-saving benefits, compare plans, and make informed investment decisions.
Access policy information and manage accounts through a customer portal. Get quotes for home, condo, or renters insurance. Pay invoices securely. View contact details and access policy details anytime.
Get quotes based on personal needs and budget. Compare prices and coverage options from multiple insurers. Manage policies, make payments, and track claim status. Receive notifications for policy renewals and changes.