Showing 141–160 of 1,000 ranked alternatives.
Insights Investments LLC
Manage investments with AI
Financial advisors use the to analyze market trends with AI and machine learning tools. Manage portfolios, track performance, and generate reports. Access real-time data and customize strategies.
Clear C2, Inc
Create, view, and edit records
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
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.
Rewardly Inc.
Manage customers and deals inside Gmail.
The app organizes emails from customers or deals together. It tracks status, notes, and details for each customer, allowing users to find deals needing attention with pipeline filters.
The Capital Group Companies Inc.
Check balances and review assets
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
Waverly Advisors, LLC
View account information on mobile devices.
The app provides Waverly Advisors' clients with access to account valuation, performance, and reporting information. It is developed for mobile devices.
Wiz Powered Inc
Book appointments, create proposals, send invoices
Manage customer appointments and job schedules with a dedicated calendar system. Create and send proposals and invoices. Store unlimited photos and project documents. Automatically notify customers and track tasks for window tinting businesses.
Houston Association of Realtors
Manage contacts, track interactions, sync data across
Manage contacts and client history with centralized data storage. Track interactions, set follow-up reminders, and share updates with team members. Integrate with other business tools for data synchronization and workflow automation.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.