Clear1 app icon

Apps Like Clear1 for iPhone and iPad

Access investments and manage accounts

Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.

by CFS INSURANCE & TECHNOLOGY SERVICES LLC★ 4.216 ratingsFinanceFreeData updated 2026-09-06

Clear1 screenshots

Ranked alternatives

Showing 341–360 of 1,000 ranked alternatives.

  1. ERISA app icon

    ERISA

    Schwab Retirement Technologies Inc.

    ★ 2.33 ratingsFinanceFreeData updated 2026-09-06
  2. Stock Portfolio Manager - Divi app icon

    Stock Portfolio Manager - Divi

    潇宇 田

    Track stocks, funds, and cash globally

    Track stocks, ETFs, funds, and cash across multiple currencies. View performance charts, monitor dividend income, and analyze investment portfolios. Set alerts for price changes and export data in various formats.

    ★ 3.02 ratingsUtilitiesFreeData updated 2026-09-06
  1. Atlantic Union Bank Wealth app icon

    Atlantic Union Bank Wealth

    Atlantic Union Bank

    View account details and manage investments

    View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.

    ★ 3.73 ratingsFinanceFreeData updated 2026-09-06
  2. GFC app icon

    GFC

    GLOBAL FINANCIAL CREDIT, LLC.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-11
  3. IBI SMART app icon

    IBI SMART

    IBI BROKERAGE TECHNOLOGIES LTD

    ★ 4.222 ratingsFinanceFreeData updated 2026-09-06
  4. AUBWM Total Wealth app icon

    AUBWM Total Wealth

    Atlantic Union Bank

    Track investments and view holdings

    View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  5. Valuebook for TWSE app icon

    Valuebook for TWSE

    Valuebook Co., Ltd.

    Manage stock values and screen investments

    Track stock performance with real-time data and analysis. Use a stock screener to filter investments based on value metrics. Calculate fair value and relative value of stocks. Monitor dividend flows and capital gains.

    ★ 4.712 ratingsFinanceFreeData updated 2026-09-08
  6. UTRADE HK app icon

    UTRADE HK

    UOB KAY HIAN FINANCE LIMITED

    Market information and research insights.

    The app provides comprehensive market information including stock data, news, and market indices. It offers local and global research insights from nearly 50 analysts and includes data from Reuters and London Stock Exchange Group.

    ★ 0.00 ratingsFinanceFreeData updated 2026-10-05

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.