Manage investments with automated portfolio management and diversification across exchange-traded funds. Set financial goals, track performance, and adjust allocations. Receive market insights and access account statements.
View a list of opportunities and manage sales pipelines. Assign and track tasks with automated updates. Receive real-time alerts on key performance indicators. Use predictive analytics to improve sales strategies and team performance.
Manage projects with gesture-based navigation on charts. Sync projects across devices. Share projects with teams. Integrate with Microsoft . Store projects locally or in iCloud Drive.
Guides users through risk verification with manager, supervisor, and operator checklists. Manages task-based checklists created by workplaces. Tracks action plans for missing controls.
Create and share organizational charts automatically
Create and manage organizational charts without manual drawing. Add and customize elements with color, shape, size, and text. Automatically arrange elements and share charts. Sync updates across devices. Export charts in multiple formats.
Create and manage timelines using a Gantt chart with gesture-based navigation. Share projects across devices and teams. Sync data in real-time. Integrate with Microsoft . Access features with in- purchases.
Access credit market news, expert analysis, and intelligence reports. Search for company filings, track financial trends, and receive updates on credit-related developments. Save and organize reports for later review.
The app provides daily updated information on risk management and derivatives. It offers cutting-edge reporting and analysis, with live updates and offline viewing capabilities.