Apps Like TA Preview for iPhone and iPad
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Ranked alternatives
Showing 361–380 of 1,000 ranked alternatives.
Team One Video Banking
Team One Credit Union
Chat with financial pros securely
Chat with financial professionals to discuss business. Share documents and images during calls. Review contracts in real-time. Access secure communication features for trusted financial interactions.
Northstar Money
Watt, Inc.
Track expenses and set budgets
Create a personalized financial plan with customizable goals and actionable steps. Receive one-on-one advice from credentialed advisors. Track spending, set budgets, and monitor progress toward financial objectives.
FABeAccess
FIRST ABU DHABI BANK PJSC
Access cash positions and manage accounts remotely
View global cash positions across multiple banks. Access consolidated and detailed account views. Enquire about transactions and retrieve statements. Initiate and authorize single payments and transfers. Manage payees and beneficiaries.
Strategas Macro Research
Strategas Research Partners, LLC
Access real-time market data and
Access reports, market analysis, and financial insights from Partners. Subscribe to view detailed macroeconomic forecasts, capital market trends, and corporate advisory content. Download and save reports for offline reading.
2BTRUST
2BTRUST LLC
Invest in, track, and manage assets
Monitor investments, applications, and returns in real time. Access detailed reports and manage transactions with full autonomy. Track portfolio performance and set investment goals. Receive alerts for account activity and transaction updates.
Amounts Budget Expense Tracker
Swift Fox Software LLC
Track expenses, set budgets, manage purchases
Log expenses with category selection and real-time tracking. Set budgets and receive alerts for spending limits. View monthly summaries and export data for financial review. Manage multiple accounts and categorize transactions.
Dealogic
Dealogic
Access real-time market data and analysis
Access real-time financial market data and analysis for professionals. Search for company, sponsor, investor, and deal profiles. Collaborate with team members and receive updates on business-critical events.
Amerant Investments
Amerant Bank, N.A.
Place trades, view balances, track holdings
Access account balances, holdings, and transaction history. View order status and place equity trades. Receive real-time market data and set up alerts. Manage portfolio performance and track investment activity.
SmartOffice Anywhere
Zinnia Tech Solutions LLC
Access client data on the go.
The app provides mobile access to client data, appointments, and tasks for professionals. Users can manage contacts, schedule meetings, track tasks, record notes, and view insurance and investment details.
Bookkeeper360
Plum Logic LLC
Track expenses and sync with accounting software
Track revenue, gross profit, and net income with real-time financial dashboards. Sync with QuickBooks Online, Xero, and Gusto. Receive alerts for financial updates. Access AI-powered insights from BOLT(™) for business performance analysis.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.