Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
by PurposePath Capital, LLC★ 5.04 ratingsFinanceFreeData updated 2026-09-06
Track client hair progress with visual records. Add photos and notes for each session. Store all information securely in one place. Retrieve details quickly to ensure consistent service quality.
Manage client services by upgrading or downgrading pre-selected options. Add new services directly. Access real-time data to inform decisions and suggestions. Streamline front desk tasks and improve operational efficiency.
View account details and balances in real time. Access transaction history and send messages to advisors. Receive notifications for account updates and activity alerts.
Manage client communications with real-time messaging. Send invoices and quotes, chase payments, and receive instant payments. Track interactions and maintain transparent financial records. Set up payment reminders and secure transaction history.
