Apps Like DashSight for iPhone and iPad
DashSight screenshots
Ranked alternatives
Showing 121–140 of 1,000 ranked alternatives.
Zocks
Zocks Communications, Inc.
Prepare meetings, document sessions, follow up
Manage client meetings with AI-driven tools. Prepare meeting notes, generate documentation, and track follow-ups. Schedule reminders and organize client data. Sync with calendar and email for seamless integration.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
ATH Móvil
EVERTEC, INC.
Send money via phone number
Transfer money instantly to contacts via phone number. Move funds between accounts across different financial institutions. Make real-time payments securely. Check account balances. Donate to non-profit organizations.
BKM Wealth
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.