Apps Like iAdviser for iPhone and iPad
iAdviser screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
Schwab Advisor Center® Mobile
The Charles Schwab Corporation
Manage client accounts from anywhere easily.
The app allows independent investment advisors to manage client accounts remotely. Advisors can access account balances, positions, and history, and deposit checks using mobile deposit.
Veryfi Receipts OCR & Expenses
Veryfi, Inc.
Swift and safe OCR data extraction.
The app offers swift and safe OCR capture for receipts, bills, and invoices. It extracts vendor details, payment information, totals, taxes, and line items, providing automated data entry and reporting.
Abyan Capital: Save and Invest
ABYAN CAPITAL COMPANY
In Shariah-compliant portfolios
In Shariah-compliant portfolios, , and manage wealth through a secure . Set investment goals, track performance, and receive personalized recommendations. Open accounts quickly and monitor transactions and balances in real time.
Willow Wealth
Willow Wealth Inc.
Invest in real estate and private equity
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
My E&P
Algo Trading Services Pty Ltd
Access investment data and research now.
The app provides clients access to investment data, including portfolio information, market data, and research. Clients can view valuations, asset allocation, stock quotes, dividend history, charting, news, market summaries, and transaction history.
CV Advisors
CV ADVISORS LLC
View portfolios, track investments, stay informed
View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.
Invoice Maker - InvoiceToo
Kayeve Software Solutions LLC
Create invoices and estimates
Create and customize invoices and estimates with logos, signatures, and branding. Collect signatures in person or online. Attach photos to documents. Convert estimates to invoices quickly. Duplicate templates. Save recurring line items.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.