Accept credit or debit cards via tap, dip, or type to deposit funds into a account. Supports all card readers, including iPhone Tap to Pay. Automatically import recurring products for subscription management.
Track accounts, view investments, connect with advisor
View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.
The app provides live video for real-time interaction and picture-in-picture support for multitasking. It eliminates the need for pins to join meetings and displays participant cards for easy identification.
