Manage appointments with a centralized calendar, set reminders, and track client interactions. Contact clients directly through the . Capture and store home details and visuals. Sync with real estate listings and manage offers in one place.
Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.
Manage restoration projects with task tracking, client communication, and job scheduling. Monitor progress through customizable reports. Streamline sales and marketing with CRM tools. Coordinate team activities and maintain project timelines.
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.
Manage two phone numbers from one device. Receive and make calls, send and receive texts, and use data for both numbers. Switch between numbers quickly. Access UK mobile and landline services without needing separate devices.
Manage appointments and schedule tasks to improve workflow efficiency. Create customizable proposals with multiple options for clients. Track job progress and send invoices directly from the . Communicate with clients through built-in messaging.
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
Track investments in Indian Equity, Derivatives, Commodities, and Currency markets. View account balances and transaction history. Place trades and manage orders. Receive real-time market data and alerts. Sync with for account updates.
Allows users to connect to nearby readers quickly, access critical device information, and adjust settings for customization. Users can fine-tune configurations, view essential details at a glance, and manage reader installations efficiently.
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Manage personal and business finances with budget tracking, expense categorization, and account reconciliation. Schedule payments, view transaction history, and generate financial reports. Sync with banking apps for real-time data updates.