Apps Like EB Advisor for iPhone and iPad
EB Advisor screenshots
Ranked alternatives
Showing 241–260 of 1,000 ranked alternatives.
Bowman Estate Planning
START TECHNOLOGY SOFTWARE LIMITED
Record assets and track ownership
Track and manage financial assets including properties, pensions, investments, bank accounts, and insurance policies. Categorize assets, record account details, assign values, and define ownership.
ScreenCastNow
rational design, inc
Share screen instantly with remote users
Show iPad or iPhone screen to remote users instantly. Share content via Phone Bridge for calls. Compatible with all browsers and devices. No setup required for quick meetings. Control screen sharing and end sessions remotely.
Northstar Money
Watt, Inc.
Track expenses and set budgets
Create a personalized financial plan with customizable goals and actionable steps. Receive one-on-one advice from credentialed advisors. Track spending, set budgets, and monitor progress toward financial objectives.
CIB Overseas Virtual Banking
Commercial International Bank (Egypt) S.A.E.
Connect with advisors via video and voice
Make video and voice calls with dedicated client advisors. Schedule and record calls. Access secure communication features. Connect with advisors for financial guidance. Manage account inquiries remotely.
Warren Street Wealth Advisors
Warren Street Wealth Advisors, LLC
View performance, track holdings, access statements
View investment performance, holdings, and statements. Access account details securely. Set up alerts for transactions. Receive regular performance updates. Manage investment portfolios remotely.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.