Manage healthcare and tax-favored benefit accounts through a customizable interface. View and adjust benefit allocations, track spending, and access account summaries.
Access schedules, work tickets, and timekeeping data for employees. View job site details and billing information for customers. Submit service requests and track job progress in real time.
View account balances and manage spending accounts provided by your employer. Submit claims online, authenticate transactions by attaching receipts or photos, and access account details securely.
Open an account with a selfie in under 5 minutes. Add multiple accounts in different currencies quickly. Access accounts via National ID, debit card, or credit card. Set biometric and passcode login. Reset password anytime.
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.
Track labor, materials, and equipment in real . Log job details and generate automated reports. Access project data instantly for team collaboration. Manage schedules and costs from the field. Sync data across devices for accurate record-keeping.
Manage finances with account opening via video call, money transfers, bill payments, and investment tracking. View balances, set up security settings, and customize profiles. Apply for loans, monitor transactions, and update passwords remotely.
Manage members and events by adding or checking in attendees, editing events, modifying member details, approving memberships, archiving contacts, and recording manual payments. Search for contacts and suspend memberships as needed.
Manage account with enrollment, balance checks, and investment tracking. Forecast retirement income and adjust contributions. Submit documents via secure uploads. Choose investments and rebalance.
Access Aptia365 Spending, Savings, and Reimbursement Accounts anytime. Register with a username and password to log in. View account balances, track expenses, and manage reimbursements. Submit claims and receive notifications for account updates.
Track prices and portfolio performance with real-time data. Import CSV files from any broker. Compare and data. Sync portfolios securely with major brokers. Integrate with TipRanks SmartScore for analysis. Share and export data directly.
Connect with coworkers and view department structure
Access insurance details, request time off, clock in for shifts, and check flex benefits from your phone. Connect with co-workers via directory to call, text, and email. Submit time-off requests and log work hours with simple swipe actions.
Manage accounts by checking balances, detailed holdings, and transaction history. Update investment contributions and request loans or withdrawals. View interactive account summaries and graphics. Access financial information and documents securely.
Create professional invoices and estimates. Manage clients and products. Attach photos to documents. Convert estimates to invoices. Track payment history. Backup and restore data via iCloud. Add tax and set due date terms.
View insurance and health policy details, check MPF and investment fund holdings. Submit and track claims, manage policy changes like direct debit setup. Access account information and update personal details securely.