Help users negotiate vehicle trades by providing tools to assess trade-in value and calculate potential profits. Track payment schedules and compare vehicle options. Share insights with dealerships to identify profitable sales opportunities.
Capture leads by scanning barcodes at expos or trade shows. Add notes and qualifiers during data entry. Edit lead information and securely transfer data to a lead tracking server for online access.
Manage investments and track portfolio performance
Manage investments and monitor portfolio performance. View detailed analytics and market trends. Add, remove, or adjust holdings. Set up recurring contributions and track historical performance.