Showing 1–20 of 1,000 ranked alternatives.
Accio, Inc.
Capture meetings, write notes, update tasks
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
Equitable Financial Services, LLC
Manage accounts, view history, access documents
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
Veridian Credit Union
Manage finances conveniently from anywhere.
The app provides mobile banking features for managing finances. Users can view accounts, transfer funds, pay bills, and deposit checks.
Kotak Mahindra Bank Ltd.
Manage bank accounts and financial transactions.
The app allows customers to manage bank accounts, including payments, money transfers, and balance checks. Users can also invest in mutual funds and apply for credit cards through the application.
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
CV ADVISORS LLC
View portfolios, track investments, stay informed
View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.
AIRE Advisors, LLC
View account info, balances, and financial plans
View account balances and asset allocation details. Access financial plans and transaction history. Receive real-time updates and portfolio performance metrics. Manage investments and contact support through in- messaging.
Wells Fargo Bank
Access accounts, deposit checks, transfer funds, complete
Access accounts, deposit checks, transfer funds, and manage transactions. View recent activity and account details. Use RSA mobile token for secure login. Perform critical tasks remotely. Sync with Apple Health for fitness tracking.
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