Apps Like Ameriprise Advisor Deposit for iPhone and iPad
Checks into client accounts
Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
Ameriprise Advisor Deposit screenshots
Ranked alternatives
Showing 481–500 of 1,000 ranked alternatives.
Team Hewins, LLC
Team Hewins, LLC
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 with a document vault. Manage budgets and track financial progress.
CSBMobile+: Smart Banking
CSB Bank Limited
Transfer funds instantly
Quick Pay allows instant fund transfers using contact numbers. E-Deposit lets users open or close fixed deposits with a maturity calculator and deposit details. Account Balance displays multiple balances in a card format.
FourstarWealth Client
Eyeballs Financial LLC
Schedule appointments and view data
Financial advisors can respond to inquiries and manage appointment scheduling directly from their phones. They can accept or reject appointment requests without needing direct communication.
Bragg Client Portal
Bragg Financial Advisors, Inc.
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.
ARK Financial Client Portal
Ark Financial Management, LLC
Access portfolio data and manage investments
Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.
iCapital,LLC
iCapital, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages to your financial advisor. Request account changes or document downloads.
IB Business Deposit
IncredibleBank
Checks with your mobile camera
Checks by photographing them using a camera-enabled device. Access account information and manage transactions. Requires an existing account and connection to IncredibleBank servers.
Holistic Planning+
Uptick Partners, LLC
View portfolios in real time
View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.