Apps Like XpertFolio for iPhone and iPad
XpertFolio screenshots
Ranked alternatives
Showing 261–280 of 1,000 ranked alternatives.
Chubb Agent Mobile
CHUBB INA HOLDINGS INC
Manage policies, access client info, and update
Access client policy information, make payments on their behalf, look up households by policy or name, view client details for policies, billing, claims, and home assessments, and access or share key client documents.
eLeader Mobile Visit for iPad
eLeader Sp. z.o.o.
Automate field forces and business processes.
The app provides mobile solutions for field forces automation, unifying business processes on iPhone and iPad. It optimizes field operations and offers functionalities like visit planning, data capture, and sales support.
CircleBlack Investor
Circleblack Inc.
Track finances, view accounts, manage investments
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
Mercaux
Mercaux Inc.
Manage inventory and track sales in real
Sales associates access product details, inventory, and customer history to assist buyers. Customers browse products, view styling suggestions, and receive personalized recommendations.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.