Showing 201–220 of 1,000 ranked alternatives.
Leonard Rickey Investment Advisors, PLLC
Track investments and financial plan goals.
The app allows users to track investments, access reports, and stay updated on financial plans and goals. Users can view portfolio holdings, account performance, and link outside accounts for a total financial picture.
eCommission Financial Services, Inc.
Track deals, sync contacts, manage tasks
Track real estate deals and commissions with task management and note-taking. Sync contacts and automate bookkeeping. Forecast taxes and income. View bank balances and business mileage deductions. Monitor debts and expenses in one place.
InHere LLC
Track transactions and manage documents
Manage real estate transactions by starting, tracking, notarizing, and closing deals. Access documents, communicate with parties, and monitor progress in real time. Share information securely and stay updated on transaction status.
Jacobson & Schmitt Advisors, LLC
View net worth and financial plan anytime
View real-time net worth and financial plan details. Track investments, expenses, and income. Receive alerts for account changes. Update financial goals and view performance reports. Sync with banking accounts for accurate data.
X20 LLC
Track expenses, log mileage, capture receipts
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.
Title Resource Group, LLC
Access real estate files anytime, anywhere
Access real estate transaction details anytime, anywhere. View file status, closing date, and location. Manage contacts with email and phone links. View, share, and download documents. Track transactions and stay updated on file progress.
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