Access account balances, portfolio details, and transaction history in English, traditional, and simplified Chinese. View investment performance and manage account settings. Secure login with biometric authentication and Matrix® credentials.
Calculate totals with an easy-to-read interface. Input products, apply discounts, and compute sales tax and shipping. Track details and export results for accurate billing and client communication.
Manage appointments and client records by viewing schedules, adding new clients, and tracking product purchases and notes. Schedule consultations, set reminders, and access client history for personalized service.
