Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Clients can instantly connect with licensed attorneys through instant matching based on their situation. They can apply smart filters by area of law, location, and budget.
Manage emails with predictive filing to document systems or folders. Sort inboxes by importance and sender. Receive real-time warnings for potential misdirected emails. Automatically track time spent on client interactions.
Can access a newsfeed for community updates, participate in surveys, send messages to community managers, and make payments for rent. They can also stay informed about local events and communicate with neighbors.
