Manage bank accounts with balance and transaction views, send transfers, and track budgets. Access secure messaging to communicate with advisors. Retrieve electronic statements and store documents in a digital safe.
Send money to contacts, make payments, and shop online without fees. Create instant virtual cards for secure online purchases. Track expenses and set budgets. View transaction history and receive alerts.
Track income and expenses without internet. Categorize transactions into customizable types. View monthly summaries and spending trends. Set budgets and receive alerts for overspending. Sync data across devices. Share financial reports with others.
Manage health insurance by accessing approved pharmacies and care centers. Track medical files for each policyholder and beneficiary. Monitor file status including missing information or follow-up requests.