View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
The app provides a mobile clocking system for employees, staff, members, or clients to clock in and out. It eliminates paper timecards and allows access to data and reports from an online dashboard within seconds of scans.
The app provides Natixis clients with 24-hour worldwide access to research publications, including economic, equity, and credit research. Users can download publications for internet-free access, allowing consultation on the move.