Track assets, monitor portfolios, and manage investments
Track and manage multiple asset types including stocks, crypto, commodities, and funds. View total net worth and performance metrics. Input and update portfolio data manually for accurate valuation. Analyze performance and set financial goals.
Manage projects with task scheduling and event reviews. Capture timecard data and generate financial transactions. Track equipment and manage subcontractors. Review RFIs, submittals, and annotated plans.
The app automates customer inventory replenishment and tracks product usage by job. It improves billing processes and maintains sufficient inventory levels for onsite workflow.
