Apps Like The Kelly Group for iPhone and iPad
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.
The Kelly Group screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
The Retirement Planning Group
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Newsmax
Newsmax Media, Inc.
Read news, get updates, stay informed
View breaking news and real-time updates on politics, health, personal finance, and faith. Filter content by category. Save articles for later reading. Share news via social media or email. Set preferences for topics of interest.
Crestwood Advisors
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
Ox Road Capital
Ox Road Capital LLC
View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Veracity Capital
Veracity Capital, LLC
Access portfolio data securely
Access portfolio data and account information through a simple interface. View investment performance, transaction history, and client-specific reports. Request access through your primary contact.
Rocket Mortgage
Rocket Mortgage, LLC
Apply for loans and manage payments
Apply for a with personalized loan options. Track loan progress, manage payments, and receive updates. View documents, set reminders, and communicate with loan officers directly.
Vanguard: Save, Invest, Retire
The Vanguard Group, Inc.
Invest, track, and manage your portfolio
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Fiducient Advisors
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
Insperity Mobile
Insperity, Inc.
Access accounts, view pay stubs, manage benefits
Access account information including 401k, paycheck details, FSA, and UHC benefits card. View transaction history and manage benefits. Send secure messages and receive notifications.
Composition Wealth Portal
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
Turnbull Law Group
Turnbull Law Group LLC
Receive settlement offers and authorize them instantly
Manage debt relief plans with real-time updates on settlement offers, deposits, and account balances. Authorize offers via push notifications. Track enrolled debts and account activity. View detailed financial summaries and settlement progress.
MetLife US App
MetLife
Manage benefits, register, access info securely
Manage dental benefits by accessing coverage details and claims. Find and book dentist appointments with reviews. Get personalized procedure estimates and view ID card information securely.
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.
Beyond Finance
Beyond Finance Inc.
Review accounts and track progress
Review program progress and enrolled accounts. Connect with Client Success Team for support. Receive personalized tips and guidance.
Credit Union of America Mobile
Credit Union of America
View balances, track transactions
View current balances and transactions. Transfer funds between eligible accounts. Pay bills and deposit checks via camera. Manage debit card settings. Receive account and transaction alerts. Locate branches and ATMs.
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.