Manage customer and prospect data in one place. Share product info and media assets to promote sales. Communicate with team and customers. Customize content appearance. Process purchases with one-touch actions.
Track payments and ex-dates across multiple portfolios and currencies. View income and yield reports by month, quarter, or year. Monitor history, news, and changes affecting cash flow. Share portfolios across devices.
The app provides secure identity verification using a mobile device as an authentication factor. It generates one-time passcodes or receives push notifications for login approval, adding a layer of security to online applications.
