Apps Like AFO Portal for iPhone and iPad
AFO Portal screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
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.
Intune Company Portal
Microsoft Corporation
Access corporate apps and data securely
Allows employees to access corporate resources like Office, email, and OneDrive. Users can enroll devices, manage access, and securely view data. Features include setting up work profiles, accessing files, and receiving work-related notifications.
OneWealth
One Wealth Management Investment And Advisory Services, LLC
View account info, track portfolio performance, monitor
View account information and balances. Track portfolio performance and asset allocation. Analyze historical performance data. Monitor investments with a user-friendly interface.
Merrill Edge
Merrill Lynch
Manage accounts and investments conveniently anytime.
The app allows users to manage their accounts and investments, view market data, deposit checks, transfer money, and pay bills. It also provides educational resources for investing and planning for life events.
Vanguard: Save, Invest, Retire
The Vanguard Group, Inc.
Invest, track, and manage your portfolio
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Stripe Dashboard
Stripe, LLC
Monitor revenue and payments in real-time
Monitor revenue, payments, balances, and payouts in real-time. Compare current performance to historical data. Accept in-person payments or send payment links and invoices. Issue refunds and manage payout schedules.
Altruist Client
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
HealthEquity Mobile
HealthEquity Inc.
Access accounts and view balances
Access account balances and transaction history remotely. Sign up or activate an account directly. Upload photos, images, or PDFs from device storage to submit claims. Initiate payments and reimbursements through the .
NetBenefits
Fidelity Investments
View retirement savings and benefits
View retirement savings, investments, and account performance. Check balances and recent contributions. Manage HSA expenses and investments. Monitor 529 plans and brokerage accounts. Access health insurance details and coverage information.
Apollon Client Portal
Apollon Wealth Management, LLC
View account info and balances
View account details and balances. Access performance reports and transaction statements. Track gains and losses. See estimated income yield. Manage portfolio performance and financial data.
Private Passport
Northern Trust Corporation
Wealth management suite extension for users.
The app provides real-time banking balances and activity, historical information for all accounts, and investment portfolios with intra-day price updates. Users can transfer money, pay bills, deposit checks, and find office locations.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.