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 mobile access to business documents stored in the DocAgent repository. Users can view, zoom, navigate, and share multi-page documents like invoices, reports, and financial statements.
The app offers instant access to files, notifications, and tasks from Ideagen Collaboration Portal workspaces. It enables offline review, commenting, and approval of documents and tasks, even without an internet connection.
Manage inspections, register units, request service
Manage inspections, unit registrations, and service requests from a mobile device. Access and download inspection documents instantly. Submit service requests and track their status. View unit registration details and update records remotely.
The app allows users to access Perceptive products and services from a mobile device. Users can stay informed about business processes with Content Apps like Mobile Capture, Documents, Workflow, and Tasks.
Review document keywords, view and edit notes and annotations. Access multi-page and cross-referenced documents with zoom and navigation. View text and images, add comments, and share content securely. Manage processes and access content remotely.
Manage notes, tasks, contacts, and calendar events synced with Office 365. Attach and edit documents directly. Access email and calendar data from Outlook. Share and organize information across devices.