Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
Manage and monitor products through a client portal. Track inventory, analyze sales data, and view product performance metrics. Set up alerts for stock levels and generate reports for marketing purposes.
Create business apps with drag-and-drop interface. Customize branding, workflows, and content. Include maps, transactions, multimedia, and security features. Support offline use and team collaboration for development.
The app allows users to build and deploy mobile applications with a drag-and-drop interface. It combines various features like custom workflows, personalized content, and offline access to create business apps for smartphones and tablets.
Create invoices, estimates, and receipts instantly
Create invoices, estimates, and receipts quickly. Add client details, itemized lists, and payment terms. Generate branded PDFs and send them via email. Track payments and manage billing history. Organize expenses and categorize transactions.
The app provides clients access to investment data, including portfolio information, market data, and research. Clients can view valuations, asset allocation, stock quotes, dividend history, charting, news, market summaries, and transaction history.
Manage bookings, pricing, and promotions. Message clients and track product history and ratings. Use AI for content creation and social marketing. Sync with social platforms for posting and reels. Access CRM tools and inventory management.
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
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 .