Connect with the team via text, audio, and video messaging, and face-to-face video calls. Access and review financial plans and business strategies. Share files, e-sign documents, and screen share during sessions.
Share files, message, and archive projects securely
Share work by starting conversations around documents, presentations, or images. Discuss files with real-time messaging and smart notifications. Preview files, leave feedback, and organize information securely.
Calculate present , future , periodic payments, and interest rates. Input compounding periods and adjust for different frames. Solve financial formulas for loan, investment, and savings scenarios.
Compare rates from various lenders. Calculate monthly payments and total costs. Submit loan applications and track their status. Receive notifications about approval updates. View detailed loan terms and conditions. Upload documents for verification.
Track team members' real-time locations on an interactive map. Share updates and critical information instantly. Communicate via instant messaging and push-to-talk features.
Manage tasks with shared to-do lists, deadlines, and progress tracking. Communicate via instant messaging, voice calls, and file sharing. Schedule meetings and track project timelines. Integrate with calendars and document storage.
Chat with financial professionals to discuss business. Share documents and images during calls. Review contracts in real-time. Access secure communication features for trusted financial interactions.
Make and join video calls with colleagues. Schedule or start meetings spontaneously. Host video conferences with up to 1500 participants using Server. Send and receive messages within teams. Connect to Server or Online cloud service.