Manage investment portfolios by tracking stock positions and viewing portfolio performance. Monitor account balances and transaction history. Calculate profits and losses. Access real-time market data and news.
Check account balances and search recent transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments, including scheduled ones. Add, edit, or delete payees directly from the .
View account details and check images. Track payment activity and fund transfers. Manage loan and line of credit payments. Initiate ACH and repetitive wire transactions. Access cash management reports. Requires enrollment in Prime or Express.
Set up alerts for balance thresholds. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo. View transaction history and account balances. Manage multiple accounts in one place.
Track debts and payments among friends. Snap bills, assign costs to individuals, and update balances in real time. Add or edit debts collaboratively. Receive notifications for pending payments. Sync across devices for consistent updates.
Manage financial transactions with real-time balance tracking and payment scheduling. Set spending limits and receive alerts. View transaction history and generate reports. Sync with banking apps for fund transfers.
Principal Fondos de Inversion, S.A. de C.V. Operadora de Fondos de Inversion
Track savings and investments
Track retirement savings and investment portfolios in one place. View account balances, manage investments, and set financial goals. Access available products and receive alerts for account activity.
The app provides mobile Point of Sale operations for businesses using an iPad. It offers inventory management, customer database, and detailed reporting through a web-based interface, synchronizing data in real time with an ERPLY account.
Track renewals and auto-renewal dates. Monitor monthly and yearly costs. Receive alerts before charges occur. Support multiple currencies for global tracking. Manage bills and spending in one interface.
Access financial data via OAuth2 authentication. Manage net worth by currency. View historical asset account charts. Store access tokens securely using iOS Keychains. No external APIs or analytics tracking. Syncs with III instance.