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
The app allows field-based engineers to manage daily operations and complete paperwork electronically from their mobile devices. Information is synced with the online portal for real-time access to job data.
Manage mutual fund investments with real-time portfolio tracking and performance analysis. Set investment goals and receive alerts for market changes. View detailed fund information and compare returns. Schedule and execute transactions directly.
Check business account balances and view recent transactions with check images. Transfer money between accounts. Deposit checks by capturing images and review deposit history. Approve scheduled transactions from the .
