Showing 121–140 of 1,000 ranked alternatives.
Surveying And Mapping, LLC
Submit data and access forms remotely
Access project-related forms and submit data through mobile forms. Customize forms to fit specific project needs. Store submitted data securely. View and manage forms offline with cloud synchronization. Share forms and data across team members.
Equitable Financial Services, LLC
Plan with custom scenarios
Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
Intapp, Inc
Manage tasks, track workflows, and access business
Manage client requests, review conflicts reports, approve purchase orders, and search for experience. Access workflow tools for task tracking and document management. Securely handle business acceptance processes on the go.
Guaranteed Rate, Inc.
Create loans, track progress, view exits
Create and manage loan applications with real-time data updates. View existing loans and track progress. Pull credit, send pre-approvals, and update tasks. Sync loan information across back-end systems.
Zen Planner
Process check-ins, payments, and registrations
Process student check-ins and manage visitor entries. Accept retail purchases with honor board-style self-service. Register new clients with digital signatures and credit card payments. Capture and store student photos.
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
PMFA INC
Access portfolios, view reports, manage investments
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.