Prism – Clients app icon

Apps Like Prism – Clients for iPhone and iPad

View accounts, track expenses, manage budgets

View financial accounts and transaction history. Upload documents directly from the phone. Communicate with the financial team. Set account alerts and notifications. Access account statements and performance reports.

by Prism Planning and Solutions Group, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Prism – Clients screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Prism Bank app icon

    Prism Bank

    Prism Bank

    Manage finances with tags, notes, and receipts

    Manage finances with transaction tagging, notes, and receipt photos. Set balance alerts and initiate payments to individuals or businesses. Transfer funds between accounts and deposit checks remotely.

    ★ 4.8236 ratingsFinanceFreeData updated 2026-09-06
  1. Prism GPS app icon

    Prism GPS

    EasyTracGPS, Inc.

    Track assets and fleets remotely

    Monitor and track vehicles, assets, and satellites in real-time. Set geofences, receive alerts, and view location history. Manage multiple devices from a single dashboard. Export data and integrate with third-party systems.

    ★ 5.01 ratingsBusinessFreeData updated 2026-09-06
  2. Edward Jones app icon

    Edward Jones

    Edward D. Jones & Co., L.P.

    View accounts and track performance

    View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.

    ★ 4.8139,128 ratingsFinanceFreeData updated 2026-09-08
  3. GPS Tracker USA app icon

    GPS Tracker USA

    GPS Tracker USA LLC

    Track assets, vehicles, and locations in real

    Track vehicles, assets, and satellites with real-time GPS location updates. Set geofences, receive alerts, and monitor movement history. Integrate with third-party systems for data synchronization and reporting.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06
  4. UBS Wealth Management app icon

    UBS Wealth Management

    UBS AG

    Manage accounts, track spending, set budgets

    Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.

    ★ 4.855,704 ratingsFinanceFreeData updated 2026-09-06
  5. Beyond Finance app icon

    Beyond Finance

    Beyond Finance Inc.

    Review accounts and track progress

    Review program progress and enrolled accounts. Connect with Client Success Team for support. Receive personalized tips and guidance.

    ★ 4.915,185 ratingsFinanceFreeData updated 2026-09-06
  6. Webster Bank Mobile App app icon

    Webster Bank Mobile App

    Sterling National Bank

    Manage accounts, deposit checks, view balances

    Manage accounts with instant balance checks and check deposits via camera. Transfer funds between accounts and add payees for bill payments. Use Zelle to send and receive money securely.

    ★ 4.720,021 ratingsFinanceFreeData updated 2026-09-06
  7. Viventium app icon

    Viventium

    Viventium Software, Inc.

    View pay, company, and personal info

    View paychecks, statements, and tax information. Manage direct deposit details. Track time-off requests and approve them. Access emergency contact and benefits coverage data. Update personal information securely.

    ★ 4.928,884 ratingsBusinessFreeData updated 2026-09-06
  8. Americor app icon

    Americor

    Americor Funding, Inc

    View payments, upload docs, track progress

    View upcoming payments and payment history. Upload documents directly. Track settlement progress with creditors. Review settlement offers. Receive account notifications.

    ★ 4.71,217 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.