Capture and view contact data and activities for client service and business development. Utilize secure authentication methods to protect client information. Integrate with cloud applications for consistent access to data and features.
by LexisNexis★ 5.02 ratingsBusinessFreeData updated 2026-09-06
The app collects data for business and government productivity. It connects to Mobile Data Studio for project design, wireless client and server, and data management.
Create, edit, and track appointments with an intuitive interface. Manage client schedules, send reminders, and view views. Set service durations and availability. Export booking data and integrate with apps.
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
