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.
Showing 21–40 of 1,000 ranked alternatives.
Buildertrend Solutions, Inc.
Manage projects, track progress, and streamline communication
Manage construction projects with task tracking, scheduling, and document sharing. Monitor budgets and timelines. Communicate with clients and teams through messaging and file storage. Generate reports and invoices.
Greyspace Financial LLC
View reports, load receipts, schedule meetings
View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.
Starburst Labs, Inc.
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
CATALYST FINANCIAL PARTNERS LLC
Access portfolios, accounts, and vault
Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
First Foundation Bank
Securely connect accounts and track balances
View account balances and transaction history. Transfer funds between accounts. Pay bills and track spending. Connect external accounts for consolidated financial overview. Set spending alerts and manage budgets.
Stratus Data Systems, Inc.
Collaborate, search, and message clients
Real estate agents and clients can access real-time market data and share listings and documents across devices. Built-in messaging allows for faster communication. Users can search properties and receive activity notifications.
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
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.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.