Apps Like Bragg Client Portal for iPhone and iPad
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely via a document vault. Access budgeting tools and additional financial features.
Bragg Client Portal screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
MyMerrill
Merrill Lynch
Manage investments and banking accounts easily.
The app allows Merrill clients to manage investment accounts, deposit checks, transfer money, and access market research. Users can view brokerage and linked external accounts, access statements, and receive customizable alerts.
Voya
Voya Services Company
Manage accounts, view balances, and track expenses
View and manage retirement, health savings, and investment accounts alongside checking, savings, and credit cards. Track transactions, set budgets, and receive alerts. Access account statements and transfer funds securely.
Monarch: Budget & Track Money
Monarch Money, Inc.
Expenses, , and share financial goals
Manage finances by consolidating accounts into one view. spending, set budgets, and monitor progress. Collaborate with partners or financial advisors to plan and achieve financial goals. Receive alerts and notifications for account activity.
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors LLC
View financial data and manage your portfolio
View financial dashboard for comprehensive overview. Access interactive portfolio reports with real-time investment data. Securely view documents from team. Use budgeting tools to manage expenses.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.