Access personal web portal on iOS
The app provides clients access to their personal web portal on iOS devices. It offers an overview of the Firm, Endowment Investment Philosophy, Account Aggregation technology, and the Online Secure Vault.
Showing 21–40 of 1,000 ranked alternatives.
Cypress Point Wealth Management, LLC
Track expenses, view reports, secure documents
View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a financial advisor. Manage budgets and track expenses.
Forbright Bank
Manage finances, deposit checks, pay bills.
The app allows users to deposit checks, check balances, pay bills, and make transfers. Users can manage personal finances with budgeting, account aggregation, auto-categorization, and debt management.
EURAFRIC INFORMATION SA
Manage finances securely and remotely
View account balances and transaction history. Check card status, loans, securities, and bancassurance products. Initiate transfers between BANK OF AFRICA accounts. Perform fund deposits via photo. Receive alerts and manage account security remotely.
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
Cerro Pacific Wealth Advisors LLC
View financial data and manage your portfolio
View financial dashboard for comprehensive overview. Access interactive portfolio reports with real-time investment data. Securely view documents from team. Use budgeting tools to manage expenses.
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
Canopy Tax, Inc.
Stay in touch with clients and manage
Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
First Community Bank TX
Check balances, make transfers, pay bills,
Check balances and review recent transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Deposit checks remotely using camera. Transfer funds between accounts. View account history and transaction details.
Joh. Berenberg Gossler & Co. KG
Monitor assets, manage investments, track performance
Track investment performance across time frames and analyze asset distribution by class, region, or currency. View portfolio details, set alerts, and manage digital assets securely from a mobile device.
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.
Thomson Reuters
Access accounting and payroll services.
The app provides on-the-go access to online accounting and payroll services. Users can manage account details, view documents, access invoices, and review earnings reports.
International Business Machines Corp.
Secure web access for iOS devices.
The app offers a secure method for accessing web content on iOS devices. IT administrators can manage access to internal resources and specific websites while restricting browser features.
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