Manage sales and business operations with invoicing, payment tracking, and transaction history. Create and send invoices, receive payments, and monitor sales reports. Integrate with Tap On for mobile card payments.
Track dividend payments from stocks, real estate investment funds, BDRs, and ETFs. View dividend forecasts based on your holdings. Receive notifications about upcoming payments. Sync with brokerage accounts to update investment details.
Manage investment portfolios with fixed-income assets, view detailed returns and risk profiles. Access diverse investment options with varying maturities and guarantees. Review legal documentation and analysis reports.
