The app allows users to view account balances and recent transactions. Users can transfer funds between accounts and pay bills from their iPhone, iPod Touch, and iPad.
Search for Registered Investment Advisers by name, city, state, country, or Reg AUM. View Regulatory AUM, address, contact info, control persons, and details. Purchase AUM range filters for funds, private equity, and venture capital funds.
Track billable hours by recording activities from an iOS device. Pre-fill client and matter details to speed up data entry. Use a timer to measure spent on tasks. View activity history and access calendar and contact information in real-.
View and analyze restaurant sales, tickets, and profitability data. Track national promotions performance and speed of service metrics. Identify trends and opportunities to improve profitability. Access real-time data and historical reports.
