And upload receipts directly from your iPhone or iPad. Convert device into a portable scanner. Manage invoices, create offers, track customers, and handle tax returns through the . Sync data with account for seamless bookkeeping.
View insurance policies and documents in real-time. Add policies from other insurers to a centralized overview. Contact a advisor with a single click. Track coverage details and manage policy information directly from the .
The app provides access to market information, including prices and key figures. Users can view charts with different line types and indicators, and create a watchlist that updates with push prices.