The app provides clients with online access to fund data, query and analytics tools, and real-time document access. It offers interactive charts and graphs, plus access to GoWire transactions for status viewing and signatory authorizations.
by SS&C Technologies, Inc.★ 5.05 ratingsFinanceFreeData updated 2026-09-20
Access account balances and portfolio details. View transaction history and performance metrics. Download statements and reports. Receive notifications and manage contact information. Perform transactions and track fund movements.
Manage construction projects with tools for quality control, safety tracking, and progress monitoring. Log inspections, assign tasks, and share reports. Integrate with project schedules and document management systems.
Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Manage freight shipments, track delivery status, and update load details in real time. Schedule and assign loads, communicate with drivers, and access fuel and maintenance logs. Generate reports and invoice clients directly from the .
Offers interactive data analytics and training tools to improve seafarers' health, safety, and environmental performance. Users can access risk assessments, training modules, and performance reports.
Create sales quotes and track client interactions. Manage sales pipelines and set reminders. Upload custom logos and use professional templates. Access Insights for data and analytics. Generate invoices and track payments.
The app provides 24/7 self-service options for managing accounts, depositing checks, and initiating wire transfers. Users can also open new share savings accounts and access features like multi-factor authentication and secure messaging.
Access accounts and check balances anytime. Transfer funds locally and internationally. Locate branches and manage payees. View transactions, request statements, and track cheque book status.
Track and manage investment portfolios with real-time transaction recording across equities, derivatives, structured products, and fixed income. Monitor asset performance, generate reports, and reconcile trades within a centralized platform.