Scan barcodes and QR codes to identify components and packages. Connect iPhone via Bluetooth to transfer scanned data to existing workflow apps. Receive real-time scan results and integrate with compatible software.
Search for Registered Investment Advisers by name, city, state, country, or Reg AUM. View Regulatory AUM, address, contact info, control persons, and details. Purchase AUM range filters for funds, private equity, and venture capital funds.
Schedule appointments with date, time, client details, and services. Update calendar in real time. Send automated SMS for confirmations, reminders, and reviews. Track bookings and manage client information.
