Apps Like PurposePath for iPhone and iPad
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
PurposePath screenshots
Ranked alternatives
Showing 601–620 of 1,000 ranked alternatives.
Senang e-Invoice
SOFTWELL SDN BHD
Create invoices, manage clients, track payments, monitor
Create and customize professional invoices with templates and branding options. Manage client details and billing information. Track invoice status in real-time including sent, viewed, and paid. Set payment reminders and generate reports.
Alliance Wealth
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Investra AI
Investra Inc.
Prepare investment analyses
Helps realtors analyze properties quickly by generating evaluations, return analysis, and market context. Users can create investment reports, compare properties, and track client insights.
Ritholtz Wealth Mobile
Ritholtz Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances in real time. Send messages to advisors for support. Access transaction history and account statements. Set up notifications for account activity.
bfac.com
bfac, LLC
Manage accounts and track communications
Manage business communications with a personalized client experience. Access account management tools, training resources, and monthly marketing support. Connect with account managers and utilize advanced technology for business operations.
Cornerstone Planning
Cornerstone Planning Group, LLC
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
TicketManager
Spotlight Ticket Management
Manage client entertainment with tickets
Manage client entertainment by tracking sports and concert tickets, organizing events, and ensuring compliance with legal and tax regulations. View ticket details, schedule events, and generate reports.
Simpl Petro
PDS Solutions, LLC
Access account info anytime
Access account information remotely. View tank readings and retrieve inventory and environmental reports. Manage data securely from any location.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.