Monitor profitability with real-time margin tracking and position details. View current futures, options, and spread quotes. Track open positions, today’s fills, and active orders. Access historical data and option implied volatility.
Manage customer interactions with notes, calendar integration, and quick access to customer ratings. Generate quotations and track follow-ups with customizable emails linking to business ratings and social media.
Create and manage business profiles, add services, and customize offerings. Set up promotions, deals, and reward systems with DaviCoins. Track client reviews and social visibility. Manage appointments and client data. Generate reports and analytics.
