Apps Like Harmonee Client Portal for iPhone and iPad
Harmonee Client Portal screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
Investor-Portal
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
Farther: Invest & Save
Farther Finance, Inc
Plan, , and with confidence
Track expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.
Evelyn Partners Mobile
Evelyn Partners Group Limited
Manage investments, view portfolio values, track performance
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.
Altruist Client
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
AfterHour: Social Copy Trading
AfterHour Inc.
Track trades, chat, and share insights
Track stock trades and monitor real-time market activity. Receive alerts on trader movements and sentiment changes. View community-driven signals and analyze price trends. Engage in 24/7 stock discussions with verified traders.
Alpha: Your Money Friend
AfterHour Inc.
Track market trends and invest wisely
Track investment portfolios, set alerts, and customize watchlists. View real-time market data and AI-driven insights. Access portfolio performance metrics and historical trends. Receive notifications for market changes and portfolio updates.
Members Credit Union Mobile
Members Credit Union
Check balances, view activity, send money, track
Check account balances, view recent activity and transaction history. Send and receive secure messages. Transfer money between accounts. Access pending transactions. Manage financial information securely with encryption and authentication features.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.