Accounting Client Portal
Jensen Technology, Inc.
Business
The Accounting Client Portal is the easiest way to work with your accountant.
Free
Finding alternatives to
Top 20 Alternatives
Curated apps similar to Circle of Wealth®, ranked by relevance and user ratings.
CircleLoop
Call, text, and manage business numbers
Gamma Telecom LTD
Business
Manage business calls with call recording, transfer, and menu setup. Port existing numbers or choose new ones. Access contact management and set greetings. Use as a cloud-based phone system on iOS devices.
Free
FlipSystem Portal
Track investments and manage portfolios
FlipSystem LLC
Business
Manage investment properties with tools for finding, analyzing, purchasing, financing, and managing real estate. Track property performance, generate reports, and handle sales or refinancing.
Free
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#4 
Portrait Creative Network
Connect with industry professionals
Portrait, inc.
BusinessConnect with filmmakers, department heads, and funders through a curated community. Share portfolios, contact information, and work directly. Filter and discover opportunities without social media clutter. Collaborate and with industry professionals.
Free -
#5 
Loop - The Connor Group App
Stay updated with news and events
THE CONNOR GROUP, A REAL ESTATE INVESTMENT FIRM, LLC
BusinessStay updated with news, photos, and videos from The . Receive instant push notifications for events and updates. Browse property listings to schedule tours. Submit photos, news, and story ideas directly from your device.
Free -
#6 
Instashowing
SYSTEM PLUS PVT. LIMITED
BusinessInstashowing is the showing solution for forward-thinking real estate people. Schedule smooth-as-silk showings, look amazing to clients, and get flexibility for the future.
Free -
#7 
Sphere
Track transactions, manage contacts, organize tasks, archive
Bright Light Ventures LLC
BusinessManage real estate transactions with centralized tracking of deals, contacts, and deadlines. Create and manage To Do lists. Store and archive documents. Access data from any device. Set reminders and share information with team members.
Free -
#8 
Loop Email: Mail & Team Chat
NITO d.o.o.
BusinessLoop Email helps teams manage customer messages in shared email accounts such as support@, contact@, info@, orders@ and more. Efficiently and on the go. Loop is a simple yet powerful team inbox, easy to set up and use for teams handling customer messages via email.
Free -
#9 
Real Estate Investor Toolkit
Calculate profits, find funding, check deals, get
Wealth 212 LLC
BusinessCalculate profits and assess deals with -time financial tools. Check funding options and verify deals before submission. Access expert tips and stay informed for quick decision-making. Sync with financial accounts for accurate data.
Free -
#10 
Wealth Builder University
Prabhjot Singh Grewal
BusinessWealth Builder University app provides an instinctive interface to assist you to achieve your most ordinary job efficiently. Key Features: - User need to obtain the Login details from their SMD. - Manage whole Branches and Contacts on your finger-tips - Manage several Team Members simultaneously.
Free -
#11 
SalesCred
Build credibility, score deals, attract clients
SalesFuel, Inc.
BusinessDaily CredTips provide daily sales insights to improve skills and business knowledge. CredTalk videos offer 90-second insights from sales experts. Track sales credibility scores to build trust and attract target accounts.
Free -
#12 
Vesper Tool
Vesper B.V (Apps)
BusinessIt's not your job to be knee deep in data. It's ours. Buy or sell with confidence using Vesper, your intelligence platform that gives you a consolidated, independent and real-time view of the global market.
Free -
#13 
Jobvious
It's Jobvious Inc
BusinessWelcome to Jobvious! Our tool helps connect job hunters with the career of their dreams while maximizing the speed and efficiency of companies searching for the right team member.
Free -
#14 
Aurora Highlands
Register clients and list properties
Lisa Browne
BusinessManage client registrations and track co-op commissions. Share home design concepts with buyers. Showcase life in The community. Maintain buyer-agency relationships. Provide detailed property information and community features.
Free -
#15 
SHIFT biz
Share content, connect with contacts, collaborate
CG Companies, LLC
BusinessManage business contacts by creating, editing, and organizing contact entries. Share marketing materials such as videos and images directly. Collaborate with team members through shared tools and communicate via messaging features.
Free -
#16 
TRIPLER
Receive voice leads and set preferences
Real World Technologies Ltd.
BusinessReceive voice leads directly to your mobile phone based on your preferences. Set up preferences and start getting matched leads. Track conversion ratios and commission income.
Free -
#17 
ELITE LIST
Exchange services for social posts
Elite List, Inc
BusinessBusiness collaboration platform enables creators to request services from businesses. Businesses approve requests and provide services in exchange for social media posts. Creators share posts or reels on Instagram as part of the agreement.
Free -
#18 
BIP ClientCare
View portfolio, track assets, receive insights
BIP Technology, LLC
BusinessView asset performance data, access portfolio details, and receive personalized insights. Track investments, set reminders, and communicate with financial advisors. Receive notifications and update account information securely.
Free -
#19 
Radius Office
Manage listings, track deals, and close transactions
Agentdesks Incorporated
BusinessManage real estate transactions with document signing, contract tracking, and task automation. Schedule appointments, send property details, and monitor deal progress. Integrate AI assistant for guidance and streamline client communication.
Free -
#20 
Memo Serrano: Mindset & Wealth
Learn, grow, and transform your business
MEMO SERRANO ELITE COACHING LLC
BusinessAccess daily mentorship sessions and live events for guidance. Learn mini-courses on money, , habits, and sales. Explore tools for personal development and business strategies. Track progress with spiritual and conscious awareness content.
Free
App information from Apple App Store. Circle of Wealth® and related trademarks belong to Jeff Hopper.