The app allows users to invest in direct mutual funds, manage family wealth, and track portfolio performance. It offers a guided onboarding process and tools for goal-based planning and investment analysis.
Check account balances, transfer funds between internal and external accounts, make remote deposits, and schedule loan payments. View transaction history and set up payment reminders.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
The app allows users to create, view, update, and store resident, property, and inspection data. It generates unlimited PDF reports that can be emailed and allows residents to sign inspection reports directly on the device.
