The app provides a cloud-based solution for managing staff, customers, tasks, forms, information, and schedules. It allows users to convert paper forms into data collection processes with a form builder and over 20 field types.
Track and manage investment portfolios with real-time transaction recording across equities, derivatives, structured products, and fixed income. Monitor asset performance, generate reports, and reconcile trades within a centralized platform.
Track income and expenses with categorized entries. nd print invoices. Scan receipts for . Access income and expense statements. Set reminders for payments and due dates. Export financial data in multiple formats.
