Showing 161–180 of 1,000 ranked alternatives.
Auric Capital Partners LLC
Manage client portfolios and communications
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
Ox Road Capital LLC
View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Trendsic Corporation, Inc.
Enter client info, manage contacts, track commissions,
Enter client contact information and manage contacts. View news and notes from the back office portal. Submit business reports and track commissions directly within the .
TRG The Response Group LLC
Capture and monitor evaluations
Facilitators create and define evaluations, assign evaluators, and manage user permissions. Evaluators access evaluations, input scores, and submit feedback. Both roles track progress and view reports. Data is securely stored and shared within the .
CriticalPoint Partners LLC
Access content, collaborate, communicate in real-time
Access real-time notifications for content updates and mentions. View, download, comment, search, organize, manage, and upload files to the cloud. Collaborate on projects and communicate with the team.
Grand Wealth Management, LLC
View portfolio data securely
Access portfolio data and manage investments through a secure web interface. View account balances, transaction history, and performance metrics. Receive real-time updates and communicate with financial advisors for account inquiries.
New Republic Partners, Inc.
View data and reports
Access data and performance reports for specific time frames, asset classes, and accounts. View detailed account information and track investment performance through a simple interface. Requires authorization as a client of New Republic Partners.
Tareq Salah
Manage client requests and track expenses
Manage client communications and accounting tasks through a centralized . Track invoices, expenses, and deadlines. Schedule appointments and send reminders. Collaborate on documents and share updates in real time.
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.