Apps Like WFG 365 for iPhone and iPad
WFG 365 screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
FOREWARN
Forewarn LLC
Verify prospects and check criminal history
Verify prospects' identities and check criminal history. Confirm asset ownership and assess financial risks. Plan in-person meetings with confidence. Conduct due diligence through secure verification processes.
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.
Equitable Mobile App
Equitable Financial Services, LLC
Manage accounts, view history, access documents
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
Ameriprise Financial
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
WFG Key
PalmAgent Software
Generate seller net sheets and buyer estimates
Calculate closing costs and generate seller net sheets and buyer estimates with preloaded city/county data. Input transaction details to produce professional reports. Access advanced features with a premium subscription for enhanced functionality.
WFG On The Go
Red Shed Technology Corp
Access title profiles on the go
Access property ownership details, title transfer records, and default information. View comparable sales and market-value analysis. Retrieve neighborhood homeowner listings and track property characteristics.
MyCincinnati®
The Cincinnati Insurance Company
Access policy docs and agency info
Policyholders can access and share policy documents and agency contacts. Enroll drivers in RideWell℠. Find service providers and loss prevention resources. Go paperless. Manage payments, pay bills, and connect with Apple Wallet or Google Pay.
Morningstar Investor
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Dynamics 365 for phones
Microsoft Corporation
Update notes, track tasks, and manage records
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.
BCare | بي كير للتأمين
BROKER CARE INSURANCE AND REINSURANCE BROKER
Compare and purchase insurance policies
Compare insurance policies across vehicle, health, travel, and medical malpractice categories. Input personal details to receive tailored quotes. Purchase policies directly through the . View policy terms and conditions.
S&P Capital IQ Pro
S&P Global Market Intelligence LLC
Access real-time data and market news
Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.