Apps Like WealthEngine for iPhone and iPad
WealthEngine screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
FOREWARN
Forewarn LLC
Verify prospects and check criminal history
Verify prospects' identities and check criminal history. Confirm asset ownership and assess financial risks. Plan in-person meetings with confidence. Conduct due diligence through secure verification processes.
Fundraiser Performance Mgmt
Reeher LLC
Access prospect data anytime, anywhere.
The app provides access to prospect information and giving history. Users can find donor details and past interactions.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Footfallz
Footfallz LLC
Capture leads, manage deals, streamline workflows
Track real estate leads with integrated data insights. Manage outreach through interactive messaging. Log interactions and follow-ups within a unified platform. Sync with CRM tools for seamless engagement.
RigDig ProspectMobile
Randall-Reilly, LLC
Find prospects on the go
Access sales leads and prospect data anytime. Search ’s fleet and owner-operator database to identify target opportunities. Plan sales calls and track insights for Sales, Parts & Service, and OEM roles.
T. Rowe Price Personal®
T. Rowe Price
Track, decide, and invest with confidence.
The app provides a consolidated view of T. Rowe Price and linked external accounts, showing balances, performance, and net worth.
AmeriPlan Success System
Responsive Data, LLC
Manage contacts and track follow-ups
Manage contacts and track prospect activity with follow-up notes and activity logs. Import contacts from devices. Receive push notifications for prospect actions. Sync data across devices for real-time updates.
Conklin Marketing System
Responsive Data, LLC
Manage contacts and track follow-ups
Manage contacts and track prospect activity with a mobile contact management . Add or import contacts from devices, take notes, and set follow-up reminders. Receive push notifications for prospect actions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.