Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Manage business tasks with enhanced dialogue sorting and filtering. Redesigned action buttons and improved navigation between profile screens. Updated menu design and icons. "Change " option moved to settings. Usability improvements and bug fixes.
Manage attendance by marking it and viewing history. Submit and track leave requests, check balances, and receive approval notifications. Update personal information and profile details. Access HR-related documents and notifications.