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
Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.
Manage accounts with balance checks, transaction history, and quick access to related transactions. Transfer funds, pay bills, and deposit checks via photo. Set alerts and secure access with a 6-digit passcode, fingerprint, or Face ID.
The app provides access to account balances, recent transactions, fund transfers between accounts, and bill viewing and payment. Users must be enrolled in online banking to use the app.
View account balances and transaction details. Fund HSA from checking or savings. Access email and SMS alerts. Contact administrator via email or phone. Use same login as web portal. Enable stronger authentication with picture or passphrase.
Schedule showings and manage feedback for properties. Track market analytics and generate reports. Coordinate with agents and clients. Access real-time data on property performance and market trends. Share listings and updates with team members.
Manage savings accounts by funding from checking or savings. View balances and transaction details. Upload claims and receipts. Receive email and SMS alerts. Contact administrator via email.
Track real-time market data including prices, indices, and trading volumes. Manage portfolios by adding, removing, and monitoring investments. Access news and analysis related to the Stock Exchange. Set price alerts for specific shares.
Manage business finances with real-time fund transfers to local and international banks. Pay bills and taxes in-. Approve or reject transactions on-the-go. Monitor account balances and transactions. Deposit checks via the . Schedule branch visits.
Track information, appointments, and service histories. Schedule appointments with 15-minute defaults. Search and query data. Send messages and reminders to clients. Sync across devices for real-time updates.
Access accounts, view balances, transfer funds, pay
Access accounts 24/7 to check balances and review transactions. Transfer funds between accounts. Pay bills directly. View transaction history. Find nearby ATMs and branch locations.
The app provides remote access to orthodontic practice data. Users can view patients, responsible parties, professionals, images, schedules, and treatment charts.
Manage business operations with cloud computing tools, IT management features, and cybersecurity protocols. Track expenses, schedule tasks, and collaborate remotely. Customize software for specific business needs.