Apps Like Equisoft/connect for iPhone and iPad
Equisoft/connect screenshots
Ranked alternatives
Showing 121–140 of 1,000 ranked alternatives.
Brown Brothers Harriman
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Resco Mobile CRM
Resco s.r.o.
Access CRM data on the go.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
FMG - Expert Advisor Marketing
fmg Suite, LLC.
Send market insights and commentary
Share content with clients and prospects via email or social media. Schedule and send market insights or commentary. Access and publish content from anywhere. Manage social media posts and client communications.
Track CRM - Business Manager
FTNL
Client info and manage quotes
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.