Apps Like Avalon Portal for iPhone and iPad
Avalon Portal screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Investor-Portal
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
Thrivent Financial
Thrivent Financial For Lutherans
Track investments and insurance securely
Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.
MyMerrill
Merrill Lynch
Manage investments and banking accounts easily.
The app allows Merrill clients to manage investment accounts, deposit checks, transfer money, and access market research. Users can view brokerage and linked external accounts, access statements, and receive customizable alerts.
TaxDome Client Portal
TaxDome LLC
Review documents, chat securely, sign agreements, upload
Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.
Orion Financial
Orion Federal Credit Union
Send money instantly
View account balances and transaction history in real time. Log in with fingerprint or facial recognition. Deposit checks via phone camera. Send money using phone number or email. Track spending, link accounts, set budgets, and monitor goals.
Orion Mobile
Orion Advisor Services, LLC
View portfolio values and contact advisor
View portfolio values and asset allocations in real time. Contact advisors directly through the . Access account details and transaction history. Receive notifications for portfolio changes.
EFE
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.