Apps Like FirmDash for iPhone and iPad
Message clients securely and share files
Manage client communications through SMS texting, secure messaging, and file sharing. Receive real-time alerts and updates. Track client requests and collaborate with your team. Share documents and respond to inquiries directly from the .
FirmDash screenshots
Ranked alternatives
Showing 141–160 of 1,000 ranked alternatives.
VCheck24
Ascentec Holdings LLC
Check in clients remotely with video
Enable remote client check-ins via video calls. Monitor attendance and compliance in real-time. Manage schedules and send notifications. Record and store session data securely. Generate reports and track engagement metrics.
ClaimWizard
ClaimWizard LLC
Manage claims, track progress, and settle cases
Manage claims with full data on clients, properties, and cases. Track adjustments, monitor case progress, and generate reports. Set reminders, update statuses, and communicate with clients through integrated messaging.
SimplyMeet.me
SimplyBook.me ltd.
Manage meetings, view agendas, set secrets, reschedule,
Manage meetings by viewing agendas, setting secret meeting types, and sharing confidential links. Reschedule or cancel appointments and invite multiple participants. Create organizations, assign team roles, and control data access.
Brown Brothers Harriman
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Symphony Messaging Intune
Symphony Communication Services LLC
Send secure messages and files
Send and receive encrypted messages with end-to-end security. Schedule and manage conversations. Integrate with financial tools and applications. Access secure file sharing and compliance features.
The Kelly Group
Kelly Financial Group Limited Liability Company
Access client info and share documents
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.