Track time and expenses without needing a computer. Log entries quickly using the iPhone’s always-on feature. Sync data with Timeslips. View and manage entries directly on the device. Export records for reporting. Set reminders for recurring tasks.
by Brain Freeze Software LLC★ 4.914 ratingsBusiness$64.99Data updated 2026-10-10
Track client interactions and manage lead data in one place. Log communications, set reminders, and organize contacts. Integrate with other tools to streamline business operations and reduce reliance on multiple apps.
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
