The app allows independent investment advisors to manage client accounts remotely. Advisors can access account balances, positions, and history, and deposit checks using mobile deposit.
Track cash tips, credit tips, payouts, expenses, hours worked, and paychecks. Add photos and notes to entries. Manage multiple jobs with tracking reminders. Import data from other tip tracking apps. Use built-in calculator for quick tip calculations.
Manage loyalty programs by combining rewards and cards from multiple accounts. Split payments across programs and use crypto for transactions. Track and redeem rewards with personalized options.
Send money from the U.S. to Cameroon, Ethiopia, Ghana, Kenya, and Nigeria. Transfer via debit card or ACH bank account. Choose payout methods like bank deposit, mobile money, or cash pickup. Access exchange rates with no hidden fees.
Trade stocks, bonds, and currencies with real-time price data and order execution. Place market and limit orders, view portfolio performance, and monitor multiple accounts. Access customizable charts and set price alerts.
Track stock prices and market trends in real time. Set price alerts and receive notifications. Analyze historical data and compare stocks. View portfolio performance and manage investments. Share insights and access educational resources.
Track income and expenses using a simple view. Log transactions quickly with easy entry options. Set budget goals and monitor spending patterns. Sync data across devices for consistent access. View monthly summaries and adjust plans as needed.
Manage investment portfolios with intuitive tools. Place orders instantly for stocks and derivatives. Access expert-curated stock recommendations. Track stock performance in real time. Receive transaction confirmations and portfolio updates.