Apps Like EB Advisor for iPhone and iPad
EB Advisor screenshots
Ranked alternatives
Showing 221–240 of 1,000 ranked alternatives.
Willow Financial
Willow Financial LLC
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
BG Advisor™
BG Products, Inc.
Manage tasks, access news, and track training
Access latest BG and automotive news, training resources, and on-demand sales tools. Navigate maintenance solutions during service drives. View blogs and industry updates. Share information with customers directly.
Plante Moran Wealth
PMFA INC
Access portfolios, view reports, manage investments
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
Alliance Wealth
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
ClientWise eXchange™
ClientWise LLC
Connect with advisors and share insights
Manage client communications and team collaboration. Schedule coaching sessions, share resources, and track progress. Access training materials and participate in discussion forums. Sync with calendar apps and receive notifications.
Opal Wealth Advisors Portal
Opal Wealth Advisors, LLC
Access client and manage accounts
Access client for financial accounts, view portfolio performance, and communicate with . Submit requests, track transactions, and receive account updates directly through the .
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.