Showing 1–20 of 1,000 ranked alternatives.
Starburst Labs, Inc.
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Move, Inc.
List homes, connect with buyers
List properties for sale or rent. Connect with pre-screened buyers and sellers. Receive personalized proposals to showcase expertise. Grow business with pay-per-deal model. Manage listings and track performance.
Redtail Technology, Inc.
Access contacts, track calendar, manage CRM
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.
Accio, Inc.
Capture meetings, write notes, update tasks
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
Novus Via Ltd
Manage contacts and set follow-up reminders
Manage client and prospect interactions with follow-up reminders linked to contacts. Track relationships, set recurring reminders, and organize notes.
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
Equitable Financial Services, LLC
Manage accounts, view history, access documents
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
Webster Financial Corporation
Manage accounts, deposit checks, view balances
Manage accounts with instant balance checks and check deposits via camera. Transfer funds between accounts and add payees for bill payments. Use Zelle to send and receive money securely.
Dmitry Petrushin
Manage data and communication
Manage data with a centralized database. Store contact information, notes, and communication history. Schedule follow-ups and send messages directly. Access details from any location. Sync across devices and share files securely.
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