Track expenses, set budget limits, and receive personalized financial guidance. Monitor retirement savings, manage debt, and learn about employer benefits. Set goals and view progress reports to improve financial well-being.
Manage schedules and track work hours in real time. Adjust work codes and update schedules remotely. Enable employees to clock in and out from any device. Chat with supervisors and view schedule changes instantly.
Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Standard Life Assets and Employee Services Limited
Manage pension payments and view transactions
Manage pension payments by increasing, setting up, stopping, or reducing them. Top up your pension and view recent transactions. Check plan value, fund performance, and daily changes.
Track income and expenses with categorized entries. Generate invoices and receipts. View financial summaries and cash flow reports. Sync across devices and export data in multiple formats. Manage bills and set payment reminders.