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 141–160 of 1,000 ranked alternatives.
Plante Moran Wealth
PMFA INC
Access portfolios, view reports, manage investments
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
NBK Wealth
Watani Investment Company K.S.C.C
Manage assets, plan finances, invest wisely
Manage investments, plan finances, and access advisory services. Track portfolio performance, set financial goals, and receive personalized recommendations. Schedule meetings, view account statements, and communicate with advisors securely.
Legacy Wealth Management Group
Legacy Wealth Management Group, Inc
View accounts, track performance, access data
View portfolio performance data across all financial accounts in one place. Track daily and historical performance metrics. Access detailed account information and performance reports. Stay informed on investment activity and market trends.
Greenwood Gearhart Client App
Greenwood Gearhart Inc.
Access portfolio, track performance, review documents
Access portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .
Ringy CRM
Kovacs Systems LLC
Sync calendar, automate sales, send messages, track
Manage leads and sales pipelines with automation tools. Sync Google calendar, generate reports, send and receive calls and texts. Set up sales processes and track progress.
Private Client Services
The Capital Group Companies Inc.
Check balances and review assets
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
DII Mobile Insured
Diversified Insurance Industries, Inc.
View policy details anytime
Access policy details and coverages anytime. View Auto ID Cards instantly. Request policy changes and report claims. Make payments due DII. Review documents and certificates of insurance. Set up a client portal account for self-service access.
IDB Direct
Israel Discount Bank of New York
View accounts, track transactions, manage funds
View accounts and transaction history in real time. Set balance alerts and manage transfers between accounts. Automate bill payments and deposit checks via photo. Monitor financial activity and control access remotely.
AIRE Advisors
AIRE Advisors, LLC
View account info, balances, and financial plans
View account balances and asset allocation details. Access financial plans and transaction history. Receive real-time updates and portfolio performance metrics. Manage investments and contact support through in- messaging.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.