Manage accounts, view balances, and transfer funds
Manage finances with account balance checks, transaction history access, and portfolio tracking. Buy and sell securities, view order status, and cancel orders. Open investment accounts remotely and assess customer suitability.
Manage repair and maintenance jobs from anywhere with real-time updates. Access customer contacts, work orders, and asset details before on-site visits. Communicate with colleagues and managers instantly.
Adjust income and deductions using sliders in increments of 5, 10, 25, 100, or 1000. View real-time impacts on taxes, paychecks, retirement, and savings. Track mortgage, charity, and investment contributions.
