Apps Like Equisoft/connect for iPhone and iPad
Equisoft/connect screenshots
Ranked alternatives
Showing 141–160 of 1,000 ranked alternatives.
Insights App Global Investment
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.
C2CRM
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.
Plante Moran Wealth
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.
Tint Wiz
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.
Private Client Services
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.