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 121–140 of 1,000 ranked alternatives.
TaxDome Client Portal
TaxDome LLC
Review documents, chat securely, sign agreements, upload
Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.
Community First CU
Community First Credit Union
Manage finances, track expenses, set goals, monitor
Track spending and set financial goals with budgeting tools. Monitor credit score and view consolidated financial data from multiple accounts. Control card settings including activation, transaction limits, and travel alerts.
FinFit
FinFit Ops LLC
Track expenses, learn finance, earn rewards
Track expenses and income with a money management dashboard. Access personalized financial assessments and one-on-one coaching. Manage credit and banking accounts. Redeem points for cash and prizes. Learn about student loans and financial tools.
Citadel Mobile Banking
Citadel Federal Credit Union
Manage accounts, deposit checks, view balances
Manage accounts with a single login. Deposit checks instantly. Check balances and view recent transactions. Review transaction history including credit card activity. Access financial health tools and budgeting features.
Marine Credit Union
Marine Credit Union
View accounts, send payments, track expenses
View account details and add other bank accounts for a consolidated financial overview. Set up recurring payments, make one-time payments, and pay bills. Locate Smart ATMs and branches using current location or address search.
Texas Trust’s Mobile Banking
Texas Trust Credit Union
Manage finances with fingertip access.
The app provides access to financial management tools, including fund transfers, loan payments, and external bank transfers. It features secure messaging, mobile check deposit, and card management within an updated interface.
Your First Financial
First Financial Bank, NA
Track accounts, pay bills, move money
Monitor and track account activity with real-time alerts. Pay bills, deposit checks, and transfer money between accounts. Customize dashboard and view accounts from multiple institutions.
Budget app - spending tracker
Inner Grow Limited
Track expenses, plan budgets, save money
Track with category-based budgeting and custom timeframes. Set financial goals and monitor progress. Log expenses, categorize transactions, and receive alerts for overspending. Sync data across devices and view detailed reports.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.