Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
Create sample pickup tasks at the laboratory, collect samples in the field, and return them to the lab. Automatically calculate routes between locations. Complete workflows with a few clicks. Function offline without internet access.
Manage schedules by viewing, creating, and updating client appointments. Accept appointment requests through a client portal. Send automated reminders and add notes, products, or services to create invoices directly from appointments.
Check policy statuses and manage claims. Request and save ID cards to your device. View coverage details and contact support directly. Submit documents for review and track submission progress.
