Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Manage finances by topping up mobile numbers from multiple providers. Send and receive money via phone number, wallet, or QR code. Pay bills directly through the . Track transactions and set up recurring payments.
Create and send email marketing campaigns from your Mac. Compose emails with templates or custom designs. Track campaign performance in real time. Import contacts from other Mac apps. Sync work across devices.
