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.
Prism – Clients screenshots
Ranked alternatives
Showing 101–120 of 1,000 ranked alternatives.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
iBAS Pay
Finance Division Bangladesh
Pay bills and manage budgets
Manage personal and business finances with budget tracking, expense categorization, and account reconciliation. Schedule payments, view transaction history, and generate financial reports. Sync with banking apps for real-time data updates.
Brown Brothers Harriman
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
The Retirement Planning Group
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Family Wealth Solutions
Family Wealth Solutions, LLC
View portfolio data and reports
Access portfolio data and view reports and statements. Communicate with the Team. Navigate a simple and elegant interface for financial insights and updates.
Forbes Africa
Magzter Inc.
Read articles, explore insights, stay informed
Read articles on business, culture, and global issues with African perspectives. Subscribe to access exclusive content. Manage subscriptions and view issue archives. Share stories via social media.
SmartPro Client Experience
SmartPro Financial LLC
View portfolio data and interact with
View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.
Enverus Instant Analyst
Drillinginfo, Inc
Get insights and answers
Access real-time industry insights by asking questions. Retrieve answers backed by data and research. View cited sources and domain-specific analysis. No setup required.
Idaho Trust Mobile Banking
Idaho Trust Bank
Check balances and manage accounts
Review account balances and check transaction history. Transfer funds between accounts. Pay bills to existing vendors. Cancel or change pending payments. Locate branches or ATMs.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.