Access client information on the go.
The app provides mobile access to client account information for financial intermediaries. Users can view their book of business, search for clients, and access real-time account details and transaction history.
Showing 101–120 of 1,000 ranked alternatives.
Kelly Financial Group Limited Liability Company
Access client info and share documents
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
Pinnacle Data Services LLC
Secure banking access for Wyoming customers.
The app provides account access for Pinnacle Bank customers in Wyoming. Users can check balances, view transactions, transfer funds, and pay bills.
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
New Republic Partners, Inc.
View data and reports
Access data and performance reports for specific time frames, asset classes, and accounts. View detailed account information and track investment performance through a simple interface. Requires authorization as a client of New Republic Partners.
Centricity Credit Union
Access accounts, view transactions, send money securely
View account balances and transaction history. Transfer funds between accounts. Pay bills and send money. Receive alerts for account activity. Access mobile check deposit via image. Securely log in with existing credentials.
The Charles Schwab Corporation
Manage client accounts from anywhere easily.
The app allows independent investment advisors to manage client accounts remotely. Advisors can access account balances, positions, and history, and deposit checks using mobile deposit.
HERSHEY STATE BANK
View balances, transfer funds, and track activity
View account balances and transaction history. Transfer funds between accounts. Enable or disable cards remotely. Find branch locations and contact client service. Access secure account information without additional fees.
Global Wealth Strategies & Associates, LLC
View accounts, track balance, contact advisor
View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.
RWAM Insurance Administrators Inc.
Submit claims and view insurance details.
The app allows group insurance plan members to submit health, dental, and vision claims securely online. Users can track claims, view balances, and access their RWAM OneCard for various insurance needs.
NueSynergy, Inc
Manage benefit accounts from mobile
The app provides a single access point for participants to manage consumer driven healthcare and other tax-favored benefit accounts. Users can view account balances, transaction details, and fund their HSA account from a checking or savings account.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.