Apps Like OFA Partner for iPhone and iPad
Track expenses, manage budgets, grow business
Track business performance with an asset-wise dashboard. View client investment portfolios. Initiate online mutual fund transactions. Manage client data and business operations remotely. Send and receive documents securely.
OFA Partner screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
Farther: Invest & Save
Farther Finance, Inc
Plan, , and with confidence
Track expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
GS PWM
Goldman Sachs
View portfolio, contact team, track insights
View portfolio details including market value, investment performance, and recent activity. Access account balances and transaction history. Contact the financial team directly. Receive market insights and updates.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
SBI MF Partner
SBI Funds Management Limited
Manage mutual fund accounts and client connections
Manage Mutual Fund accounts with transaction tracking and business operations. View client portfolios, process investments, and monitor fund performance. Receive real-time updates and access detailed reports.
BT Go
Banca Transilvania
Manage accounts, send payments, track expenses
Manage company accounts with real-time balance checks and transaction history. Schedule payments and receive invoices. Monitor expenses and generate reports. Access business loans and manage multiple accounts.
GROWFINN
growfinn wealth management private limited
Track investments and manage portfolios
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.
Investia
Industrial Alliance Insurance and Financial Services Inc.
Manage investments and track portfolios
Manage investments with real-time portfolio tracking and performance analysis. View detailed fund information and historical data. Place trades, set up recurring contributions, and access customer support through secure messaging.
IMPACT by Interactive Brokers
Interactive Brokers LLC
Invest in values-aligned companies
Select values to filter companies aligning with your beliefs. Explore investments matching your criteria. Monitor portfolio performance and grades. Swap positions with a single trade to improve portfolio grade.
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
OpenArc Client Portal
OpenArc Corporate Advisory, LLC
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
BEA SmarTrade 東亞投資通
The Bank of East Asia, Limited
Trade stocks, view portfolios, get quotes
Execute trades with real-time market data and customizable order types. View stock portfolios across multiple markets with performance tracking and asset allocation tools. Set price alerts and monitor holdings for informed investment decisions.
Orion Mobile
Orion Advisor Services, LLC
View portfolio values and contact advisor
View portfolio values and asset allocations in real time. Contact advisors directly through the . Access account details and transaction history. Receive notifications for portfolio changes.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.