The app provides mobile banking features for managing accounts, including viewing balances, monitoring transactions, and transferring funds. It also offers helpful tools like a budget tracker, bill pay, and a financial calculator for users.
Access real-time financial news, market data, and research. View live blogs and top stories. Send and receive messages. Track securities, portfolios, and worksheets. Set alerts for market changes and news updates.
Track stock, crypto, forex, commodities, and real estate prices. Analyze market trends with data-driven insights. Set investment goals and receive personalized suggestions. Monitor portfolio performance and adjust holdings.
Create and share to process card payments online. Allow customers to pay via Tap to Pay, QR codes, Apple Pay, Google Pay, and major card networks. Support items, notes, shipping addresses, discounts, and tips in .
Track income and expenses using a simple view. Log transactions quickly with easy entry options. Set budget goals and monitor spending patterns. Sync data across devices for consistent access. View monthly summaries and adjust plans as needed.
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.