Apps Like TA Preview for iPhone and iPad
TA Preview screenshots
Ranked alternatives
Showing 321–340 of 1,000 ranked alternatives.
Citadel Video Connect
Citadel Federal Credit Union
Chat with financial professionals
Chat with financial professionals for secure communication. Share documents and images during sessions. Review contracts and agreements. Access shared content in real time. Initiate and manage calls from any location.
AlphaSense
AlphaSense Inc.
Track companies, prep for meetings, get instant
Access real-time AI insights from a vast business content library. Search for company data, market trends, and expert analysis. Track topics and firms on the go. Listen to curated interviews and prepare meeting notes quickly.
NOVO - MF, IPO, G-Sec, SGB
Fortune Trading Corporation
Invest in stocks and manage portfolios
Access primary market products like mutual funds, IPOs, SGBs, and G-Secs. View investment details, place orders, and track performance. Receive real-time updates and manage portfolios digitally.
CNB Texas(New)
Citizens National Bank of Texas
Bank anytime anywhere with CNB.
The app allows users to manage their finances on the go. Users can view balances and transactions, transfer money, and pay bills by taking a picture.
P1FCU Video Banking
Potlatch No.1 Financial Credit Union
Chat with financial professionals
Chat with financial professionals to discuss accounts and transactions. Share documents, review contracts, and access account information securely. Conduct activities through a personal, real-time interaction.
MyPrimerica
Primerica, Inc.
View policy details and track financial goals
View life policy details including insured individuals, coverage amounts, beneficiaries, and premium information. Update contact details and policy information. Track financial goals and access investment products.
Floatcard
Float Financial Solutions Inc.
Track expenses and manage budgets
Track expenses by uploading receipt photos directly from your phone. Request and approve temporary spending limits and new cards. Set customized spend controls and automate accounting processes.
Hubmee: Household & Finance
hubmee LLC
Plan tasks, manage files, track expenses,
Organize tasks, documents, finances, and routines in one . Create and manage to-do lists. Track expenses and budgets. Set reminders and deadlines. Access secure document storage. Monitor credit scores with a premium subscription. Sync across devices.
SSI iBoard Pro
SSI Securities Corporation
Trade stocks and manage portfolios
Track stock prices and market trends in real time. Buy and sell stocks, bonds, and mutual funds. View portfolio performance and transaction history. Set price alerts and manage multiple accounts. Sync with brokerage accounts for order execution.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.