Apps Like EB Advisor for iPhone and iPad
EB Advisor screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
FourstarWealth Client
Eyeballs Financial LLC
Schedule appointments and view data
Financial advisors can respond to inquiries and manage appointment scheduling directly from their phones. They can accept or reject appointment requests without needing direct communication.
Webull: Investing & Trading
Webull Technologies Pte. Ltd.
Invest and manage your wealth
Deposit funds to earn bonus interest rates. Manage investments with cash management tools and IRA matching. Trade stocks, ETFs, and options with zero commissions. Access market insights and predictive tools for decisions.
Wealthbox
Starburst Labs, Inc.
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
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.
Paragon Advisor
Paragon Advisors, LLC
View portfolio values and contact your
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
BMCE Direct
EURAFRIC INFORMATION SA
Manage finances securely and remotely
View account balances and transaction history. Check card status, loans, securities, and bancassurance products. Initiate transfers between BANK OF AFRICA accounts. Perform fund deposits via photo. Receive alerts and manage account security remotely.
S&P Capital IQ Pro
S&P Global Market Intelligence LLC
Access real-time data and market news
Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
Wealthscape℠
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.