Apps Like C.H. Dean Client Portal for iPhone and iPad
C.H. Dean Client Portal screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
ADP Mobile Solutions
ADP, Inc
Access payroll, track time, manage benefits
View payroll data, manage time and attendance, access benefits information, and track HR metrics. Submit time cards, approve requests, and receive notifications. Sync with ADP products for real-time updates and settings adjustments.
EFE
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
TaxDome Client Portal
TaxDome LLC
Review documents, chat securely, sign agreements, upload
Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Alerus Retirement
Alerus Financial Corporation
Check balances and view investments
Access account information using existing login credentials. Check balances, view investment performance graphs, and review contributions. Receive alerts, monitor loan data, and see personal rates of return.
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.
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.
NBS Benefits Mobile
National Benefit Services, LLC
View transactions, upload documents, and receive alerts
View recent transactions and account balances. Upload claim documents and photos. Access email and SMS alerts. Contact administrator via email or phone. Use same login credentials as WealthCare Portal. Support stronger authentication methods.
Y-12 Federal Credit Union
Y-12 Federal Credit Union
Make payments, transfer funds, deposit checks, manage
Access accounts anytime with 24/7 secure access. Make payments to individuals, transfer funds, deposit checks, and manage cards. Pay bills, apply for loans, view transactions, and check loan payments. Schedule transfers and review account statements.
RCB Bank Mobile
RCB Bank
View balances, transfer funds, set alerts, find
View account balances and transaction history. Transfer funds between accounts. Set up text and email alerts. Locate nearby ATMs, ITMs, or branches. Pay bills and manage savings goals. Receive account activity notifications.
GS PWM
Goldman Sachs
View portfolio, contact team, track insights
View portfolio details including market value, investment performance, and recent activity. Access account balances and transaction history. Contact the financial team directly. Receive market insights and updates.
Big Horn Federal Mobile
Big Horn Federal Savings Bank
Transfer funds, view accounts, secure sign-in
Manage finances by checking balances, transferring funds between accounts, viewing transactions, and accessing statements. Pay bills, check account details, and set up alerts. Secure login with username and password.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.