Apps Like PAA Client Access for iPhone and iPad
PAA Client Access screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
Auric Capital
Auric Capital Partners LLC
Manage client portfolios and communications
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
Farther: Invest & Save
Farther Finance, Inc
Plan, , and with confidence
Track expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.
OpenArc Client Portal
OpenArc Corporate Advisory, LLC
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
Ameriprise Advisor Deposit
Ameriprise
Checks into client accounts
Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
Kohmann Bosshard Client Portal
Kohmann Bosshard Financial Services LLC
Track expenses, view reports, secure documents, manage
View financial data through an interactive dashboard. Access dynamic reports with real-time investment details. Securely view documents from financial advisors. Manage budgets and track spending.
Fountainhead
Fountainhead Capital Management, LLC
View holdings, track portfolio, analyze investments, access
View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.
SmartPro Client Experience
SmartPro Financial LLC
View portfolio data and interact with
View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.