The app allows users to track investments, access reports, and stay updated on financial plans and goals. Users can view portfolio holdings, account performance, and link outside accounts for a total financial picture.
Manage team goals with OKR tracking, set structured objectives, and align activities across the organization. Monitor weekly progress, generate reports, and conduct team standups.
Create and manage business profiles, add services, and customize offerings. Set up promotions, deals, and reward systems with DaviCoins. Track client reviews and social visibility. Manage appointments and client data. Generate reports and analytics.
