iCompta 6
LyricApps
Finance
iCompta is an application that lets you manage your accounts with ease.
$3.99
Finding alternatives to
Top 20 Alternatives
Curated apps similar to CLA Wealth Advisors, ranked by relevance and user ratings.
Finextra Pro
Finextra
Finance
Your go-to place for financial insights and market updates. Favorite Features: - Monitor your portfolio for timely news, analyst estimates, events, and buyer/seller activity. - Evaluate quarterly and annual financial metrics to assess performance trends. - Quickly explore stock trends using a...
Free
Savvy Wealth
Savvy Wealth, Inc.
Finance
Our app has been designed exclusively for Savvy Wealth clients. Take control of your financial journey with ease, whether you're at home or on the go. We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape.
Free
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#4 
alooola
Glen Eagle Advisors, LLC
FinanceTake Control of Your Financial Future with Advisor-Backed Investing alooola empowers you to manage your money confidently, with portfolios crafted and guided by financial experts.
Free -
#5 
The Legacy Wealth App
LEGACY WEALTH LLC
FinanceThe Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Legacy Wealth client
Free -
#6 
GuideCenter
United Capital Financial Advisers, LLC
FinanceThe GuideCenter app lets you experience total control and visibility into your financial life--no matter how complex. Know where you stand now and how your financial goals are progressing with Funding Score and HonestConversations updates.
Free -
#7 
OpenArc Client Portal
OpenArc Corporate Advisory, LLC
FinanceThe OpenArc Client Portal mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor, all at your fingertips.
Free -
#8 
Crunch : Money Manager
Crunch App Ltd.
FinanceCrunch gives you full control over your finances—track expenses, manage budgets, and monitor your net worth in real time by securely linking your accounts, all in one powerful, convenient, and easy-to-use app. Key Features: All-in-One Dashboard: Link accounts from 18 major UAE banks for seamless...
Free -
#9 
Community Choice CU
Community Choice CU
FinanceManage your accounts anytime, anywhere with our mobile app, an all-in-one personal finance tool.
Free -
#10 
Wioba
NOVATEC SOLUTIONS LTDA
FinanceCon Wioba, las personas que como tu les gusta tener el control de sus finanzas, ya no tendrán que recopilar y consolidar la información dispersa en varias fuentes, liberando tiempo para su análisis o aprovecharlo en otras actividades que te gustan. Con nuestra aplicación puedes: Consolidar la...
Free -
#11 
Tracken: Budget Planner
Lucia Portugal
Finance* All of your finances at a glance * Trend analysis of spending patterns * Recurring scheduled transactions as easy as managing your calendar appointments * Payment reminders * Your own finance chart of accounts based on the upcoming scheduled transactions * Your transactions organized in groups of...
Free -
#12 
LCL Assurances
Pacifica
FinanceAvec l'application « LCL Assurances », vous pouvez déclarer un sinistre à tout moment ou être mis en relation directe avec un gestionnaire sinistre. Vous pouvez aussi retrouver facilement vos attestations d’assurance, directement dans l’application. Enfin, si vous êtes assuré santé, vous pouvez...
Free -
#13 
Envestnet Client View
Envestnet Financial Technologies, Inc.
Finance'Take control of your finances with Envestnet Client View, the mobile app designed to simplify your financial life and empower you to achieve your financial goals. Whether you're a seasoned investor or just starting your financial journey, this app has something for everyone.
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#14 
Protax Consulting Services
Protax Consulting Services Inc.
FinanceThis powerful new free Finance and Tax App has been developed by the team at Protax Consulting Services to give you news at your fingertips, 24/7. The Protax Consulting Services app is designed to be a helpful place to get critical information whenever you need it.
Free -
#15 
Midwest Financial Partners Inc
Midwest Financial Partner
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Free -
#16 
Choice Wealth Advisors
Choice Wealth Advisors, LLC
FinanceThis mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.
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#17 
Wealth Partners Alliance
Wealth Partners Alliance, LLC
FinanceThe Wealth Partners Alliance Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Wealth Partners Alliance Team in a simple, elegant interface. Requirements: You need to be a client of Wealth Partners Alliance that has been enabled for...
Free -
#18 
Wealthgrade
Wealthgrade, Inc.
FinanceWealthgrade empowers and liberates you by showing all of your accounts in one snapshot so you don’t have to check multiple apps many times a day to understand your holistic financial snapshot.
Free -
#19 
Pinnacle Wealth
Access financial data and investment plans
Pinnacle Wealth Planning Services, Inc
FinanceView account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.
Free -
#20 
WeTally: Daily Money Tracker
润华 黄
FinanceSimplicity is paramount, exquisite and practical, allowing you to grasp all financial information in an instant, with a soothing and pleasant use experience, and easily accomplish every accounting. 【App Features】 - Quick accounting: Allows you to easily record every expense and income without...
Free
App information from Apple App Store. CLA Wealth Advisors and related trademarks belong to CLIFTONLARSONALLEN LLP.