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Group balances without requiring every member to create an account

Personal accounts and shared budgets on Apple devices

Choose self-directed fund investing or a managed advice service

Malaysian banking with device approval and guides for everyday account tasks

Build recurring investment plans and compare brokerage account options

Bank checkout with payment status, refunds and merchant balance controls

Offer wallet checkout, payment links and customer invoices

Explore investment baskets while keeping holdings with your broker

A shared ledger, consolidation and close workflow with configurable approvals

B2B social publishing with campaign tracking and controlled review workflows

Cross-channel automation with separate entry, repeat-entry and exit rules

Taiwan account activity, spending records and bill reminders

Business accounts with numbered Pockets and spending limits for team cards

Personal finance files with account tabs and detailed transaction filters

UK building-society accounts with card tools and a pre-payment scam check

Canadian member banking with free everyday chequing and digital bill payments

French online accounts with virtual cards and spending controls

Australian transaction accounts with bill tracking and separate savings goals

An offline-first Markdown notebook built around files you own and optional iCloud Drive sync.

Delegate an index portfolio or choose your own stocks and ETFs

Belgian mobile accounts with Wero contacts and automatic saving roundups

Embed investing through account, funding and brokerage APIs

Indian corporate accounts with user limits and scheduled payment instructions

Email automation using layered customer profiles, decision points, and connected data