Open a digital account in real, dollar, or euro instantly. Access a credit card (subject to approval), non-expiring points, and low foreign exchange rates. Manage international accounts with competitive rates.
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Manage investments with fixed-income options and track performance. Apply for a fee-free credit card. Monitor account balances and transaction history. Set up automatic transfers and bill payments. Access secure financial tools and customer support.
Manage inventory by adding, editing, and deleting items. Track sales and generate reports. Set pricing and monitor stock levels. Send notifications for low stock and customer inquiries. Sync with accounting software and view transaction history.
