Manage funds with real-time notifications for capital calls, wire transfers, and expense payments. View investments, approve transactions, and track tasks from request to completion. Initiate actions and monitor progress remotely.
Track spending and set budgets using a digital-first Spending Account. Automatically save and transfer funds between accounts. Access overdraft protection and budgeting tools. View transaction history and manage accounts securely.
Track cash, savings, credit cards, assets, liabilities, and funds. Organize transactions by category or tag. Set budgets to control expenses. Schedule recurring transactions. View spending and income trends over time.
