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 761–780 of 1,000 ranked alternatives.

  1. SJ Investment app icon

    SJ Investment

    Excel Net Solutions Private Limited

    Track portfolio, view reports, manage investments

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-13
  2. KUBIX FS app icon

    KUBIX FS

    Excel Net Solutions Private Limited

    Track assets, view reports, manage investments

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  3. Unayo app icon

    Unayo

    The Standard Bank of South Africa Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  1. Stock Market - AI Insights app icon

    Stock Market - AI Insights

    Anuj Saluja

    Get AI and track stocks

    View prices and real-time data. Get AI-generated for any . Receive smart recommendations based on conditions. Analyze technical and fundamental data with visual graphs. Set custom alerts for price changes. Track portfolio performance over time.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  2. Comerica Financial Advisors app icon

    Comerica Financial Advisors

    Comerica Bank

    Access data and insights anytime, anywhere

    Track progress by viewing total asset value and account summaries. Check account balances and transaction history. Connect with for personalized advice. Set and monitor goals. Receive notifications and alerts for account activity.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  3. Merchant Finvest app icon

    Merchant Finvest

    Excel Net Solutions Private Limited

    Track investments and manage portfolio

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-13
  4. OFA Partner app icon

    OFA Partner

    FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED

    Track expenses, manage budgets, grow business

    Track business performance with an asset-wise dashboard. View client investment portfolios. Initiate online mutual fund transactions. Manage client data and business operations remotely. Send and receive documents securely.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-12
  5. YF Trade app icon

    YF Trade

    YATIRIM FINANSMAN MENKUL DEGERLER A S

    ★ 1.02 ratingsFinanceFreeData updated 2026-09-11
  6. NextGen 529 app icon

    NextGen 529

    The Bank of New York Mellon Corporation

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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