Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Track net worth for alternative investments like precious metals and cryptocurrencies. Record transactions, calculate gains and losses. Input asset quantities to start tracking from any date.
The app provides mobile access to client data, appointments, and tasks for professionals. Users can manage contacts, schedule meetings, track tasks, record notes, and view insurance and investment details.
