Manage accounts, record daily expenses, monitor budgets, and set bill reminders. Track spending categories and receive alerts. Secure data encryption and remote locking features are included.
Find nearby insurance agents using location-based map search. Schedule appointments or request agent contact. Compare insurance rates and coverage options. Purchase policies directly through the . Receive policy details and confirmation via email.
Manage client projects with upfront pricing and work assessments. Create and assign job orders to workers. Track workforce performance with points and instant feedback. Accept on-demand work requests.
Manage job costs with detailed estimates and task breakdowns. Create and send quotes and invoices efficiently. Track time and expenses across multiple methods. Monitor job profitability in real-time. Accept online payments for faster cash flow.
Track stock prices and market trends. Place and manage trades with real-time data. View portfolio performance and investment history. Set price alerts and access research tools. Receive market news and company updates.
Manage spending with instant card issuance for employees. Set spending limits by vendor, category, and time. Control cash withdrawals and online payments. Track transactions and monitor financial activity in real time.
Track income and expenses with a budgeting tool. View updates from a news feed. Estimate scores using a simulator based on test results. Set financial goals and monitor spending patterns. Export financial data for record-keeping.
Log business, medical, and charity with manual entry or GPS . Calculate tax deductions based on mileage rates. Export logs and share with accountants. Set trip categories and add notes to each entry.
Trade financial instruments with market, pending, and conditional orders. Access over 1500 instruments across 8 asset classes. Use hedging, scalping, and news strategies. Monitor positions and execute trades from live and demo accounts.
Calculate mortgage payments based on user input for down payment, interest rates, and loan terms. Adjust financing years from 1 to 10. Add or remove mortgage protection, closing costs, or exchange company fees.
Track real-time exchange rates for over 40 currencies. Convert between currencies instantly. Customize alerts and update settings for preferred pairs. View historical data and compare rates across multiple currencies.
Calculate and mortgage payments using annuity or differentiated repayment methods. Analyze and compare options with customizable parameters. Perform overpayment calculations and view detailed repayment schedules.
View account balances and transaction history. Transfer funds between accounts. Pay bills and send money internationally. Set up alerts and manage account settings. Access customer support and view regulatory information.