The app offers a comprehensive suite of financial calculators for phone and tablet. It includes tools for finance, investments, loans, mortgages, retirement, bonds, stocks, credit cards, auto loans, leases, and business accounting.
Connect with the team via text, audio, and video messaging, and face-to-face video calls. Access and review financial plans and business strategies. Share files, e-sign documents, and screen share during sessions.
The app provides access to global investment opportunities including Unit Trusts, Stocks, ETFs, Bonds, and IPOs. Users can build diversified portfolios, invest regularly, and access FX rates and currency tools.
