Manage investments, view portfolio performance, and track expenses. Schedule transactions and set recurring payments. Receive real-time market data and generate customized reports.
Manage customers and projects with task tracking and calendar integration. Book appointments and track employees in real time. Monitor expenses and set reminders. Access accounting tools and manage company data.
Log daily activities with timestamps for start and end times. Add notes and save entries. View date and time of each log. Use QuickList for faster entry. Export reports daily, monthly, or yearly.
Access client policy information, make payments on their behalf, look up households by policy or name, view client details for policies, billing, claims, and home assessments, and access or share key client documents.
