Apps Like Client Central 2.0 for iPhone and iPad
Client Central 2.0 screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
OJM Group
OJM Group LLC
View finances, track expenses, secure documents, create
View financial data through an interactive dashboard. Access dynamic reports with current investment details. Securely view documents from financial advisors. Manage budgets and track spending. Set up alerts for financial activities.
Vestor Capital, LLC
Vestor Capital, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with real-time investment details. Store and share documents securely with a document vault. Manage budgets and track spending.
Freestone Capital Management
FREESTONE CAPITAL MANAGEMENT LLC
View finances, track expenses, secure documents, create
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisor. Manage budgets and track spending. Access account details and transaction history.
JFS Wealth Advisors
JFS Wealth Advisors, LLC
Track expenses, view reports, secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from financial . Manage budgets and track spending. Set financial goals and monitor progress.
WealthView
Tamarac Inc.
View finances, chat with advisor, track expenses,
View financial data through an interactive dashboard. Access dynamic reports with current investment details. Store documents securely in a vault. Use budgeting tools to manage expenses. Communicate with a financial advisor within the .
Marmo Financial Group
Marmo Financial Group, LLC.
View data and manage budgets
View 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 spending.
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.
Arbor Capital Management
Arbor Capital Management, Inc.
View financial data and manage budgets
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 spending.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.