View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Perform inspections by collecting data, taking photos, and noting discrepancies. nd send reports directly to clients. Syncs with a web and requires a user account for access.
Manage finances by accessing products and services, simulating loans, and applying for them. Locate branches and ATMs using GPS. Refer friends for rewards. Contact support via direct landline. View account details and transaction history.
The app facilitates safety and security reporting with a simple interface to capture information quickly. It connects to the Report Exec database for data access and allows media capture at the scene.
Enter client info, manage contacts, track commissions,
Enter client contact information and manage contacts. View news and notes from the back office portal. Submit business reports and track commissions directly within the .