The app provides access to the Journal of Financial Planning, Next Generation Planner, and Financial Services Review. These publications offer insights into financial planning concepts, professional development, and empirical research.
Access funds from life insurance for business, home renovations, or vacations. Retrieve money via checks or online transfers. No application fees or pre-payment penalties. Interest rates vary and may be tax deductible.
Create invoices and estimates without paperwork or spreadsheets. Share via email, SMS, or print. Customize templates with logos and colors. Track payment status. Convert estimates to invoices easily. Choose currencies for each document.
Send money internationally with real-time tracking and competitive exchange rates. View transfer history and fees. Contact customer support via phone for assistance. Receive funds in local currency at the recipient's bank.
Access ICD-10 and OPCS-4.10 codes for UK coding. Generate HRG4 groups from ICD, OPCS, or A&E codes. View A&E investigations and treatments. PbR tariffs and exclusions for years 2011/12 to 2025/26. Include detailed practice guidelines.
View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.