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
Check account balances and view recent transactions with check images. Transfer money between accounts. Deposit checks by snapping photos and review deposit history. Approve scheduled transactions from the .
Manage personal finances with password-protected transaction tracking. View reports, statistics, and graphs. Export data to Excel or PDF. Backup and sync with Dropbox. Filter transactions, create custom categories, and import receipts from aBill.
