Showing 1–20 of 1,000 ranked alternatives.
Canopy Tax, Inc.
Stay in touch with clients and manage
Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
Canopy Federal Credit Union
Manage accounts, pay bills, and transfer money
Manage accounts by viewing balances and monitoring checking, savings, cards, and loans. Set up transaction and deposit alerts. Transfer money, make payments, pay bills, and deposit checks via photo. Pay loans and use the Money Management tool.
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.