Calculate by adjusting sales price or percentage. Split with custom percentages. Track with add, modify, and delete functions. View total for monthly and yearly periods.
Track stock prices and set price alerts for timely updates. Trade stocks, ETFs, and mutual funds with research tools. Manage cryptocurrencies like bitcoin and ethereum through Crypto®. Schedule transfers, automate , and pay bills directly.
Track earnings by viewing work schedules and calculating pay per shift and paycheck. Access net earnings early through Instapay without fees. Set automatic savings based on a chosen percentage.
Track spending and monitor credit score. Unlock credit card rewards and cash back through partnered stores. Earn rewards on purchases and receive notifications for missed perks. Set spending goals and view transaction history.
Manage finances with high-yield savings, investment options, and borrowing features. Deposit funds, earn interest, and in stocks or ETFs. Create personalized investment portfolios or select pre-curated options.
Calculate break-even price based on buying cost and quantity. Determine net or loss using expected selling price and commissions. Input and adjust values for accurate financial tracking.
Calculate Annual Percentage Yield (APY) for investments. Simulate investment returns based on pre-calculated APY. Input principal and rate to view projected growth. Adjust time periods to see different return scenarios.
American Family Life Assurance Company of Columbus US
Manage policies, track claims, and communicate securely
File claims for clients, including wellness claims, using a streamlined process. Use the "Similar Claim" feature to quickly file multiple wellness claims. Manage policies and access client information securely.
Manage a cash account with a 3.90% APY, no fees, and a 0.65% bonus for new clients. Withdraw instantly to eligible accounts and use over 19,000 free ATMs. Get two ATM fee reimbursements up to $7.50 each.
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.
Track enrollments and view business metrics like commissions and resources. Access message center updates and receive notifications. Send emails and manage resources remotely.
Capture and organize leads in one place. Share digital business cards instantly via tap or link. Receive real-time notifications when prospects engage. Automate follow-ups and track interactions.