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 provides a CRM module for managing client relationships and project progress. It includes features for internal messaging, scheduling appointments, and managing tasks, all accessible on the go.
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages and schedule appointments. Request account changes and download statements.
