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.
Clear1 screenshots
Ranked alternatives
Showing 441–460 of 1,000 ranked alternatives.
Brown Brothers Harriman
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Equitable Retirement Guide
Equitable Financial Services, LLC
Plan with custom scenarios
Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
Trade, Think, Invest - Vennote
Xin Chen
Track trades, record insights, plan strategies
Record and review trades with detailed notes and analysis. Track performance across stocks, options, futures, forex, and cryptocurrency. Set goals, monitor progress, and document investment decisions for better planning and growth.
PENTAGRAPH
PENTAGRAPH PARTNERS
View portfolio, track investments, manage assets
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, track historical performance, download transaction statements, and access one-click account statements.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.