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
Monitor private pension plans with accumulation tracking, state subsidies, fund distributions, and transaction history. Update contact information and access life insurance policies and assura details.
Access professional hedge fund strategies with active portfolio management. View real-time performance metrics, adjust investment allocations, and monitor risk levels. Receive automated reports and execute trades directly through the .
Manage healthcare and tax-favored benefit accounts with real-time balance checks and transaction history. Fund HSAs from checking or savings accounts. Receive and view email alerts. Contact administrators via email or phone.
Accept card payments through a streamlined process. View transactions, authorizations, and refunds in real time. Search and filter payments for quick access. Send electronic receipts to customers.
The app allows users to view benefit account balances, details, and recent transactions. Users can submit claims, view card information, and contact administrators.
Find and analyze off-market real estate properties. Use filters to locate high-potential deals. Access property details and connect with sellers. Fund investments directly through the . Track investment progress and manage deals remotely.
Manage mutual fund accounts and client connections
Manage Mutual Fund accounts with transaction tracking and business operations. View client portfolios, process investments, and monitor fund performance. Receive real-time updates and access detailed reports.
Manage healthcare accounts with real-time balance tracking and transaction history. Fund HSA from checking or savings accounts. View email alerts and access benefit details directly through the .
Track cryptocurrency prices and market data for over 32,000 coins. View real-time charts and analytics. Set price alerts and monitor trading volumes. Compare cryptocurrencies and explore project details. Share data via social media or email.
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
Manage appointments and client records by viewing schedules, adding new clients, and tracking product purchases and notes. Schedule consultations, set reminders, and access client history for personalized service.
Manage multiple accounts with a centralized dashboard. Track transactions and access balances in real time. Monitor spending and income through interactive charts. Set financial goals and receive budgeting insights.
Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.
Manage and monitor WiFi networks with real-time performance insights. Adjust settings, track client connections, and configure access points remotely. View network maps, set up guest access, and receive alerts for connectivity issues.
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.