Apps Like Unio by Atria Wealth for iPhone and iPad
Unio by Atria Wealth screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
Expense Report: PDF Generator
Zoho Corporation
Generate reports quickly
Create and submit reports with categorized entries for travel, supplies, meetings, and miscellaneous costs. Add receipts, notes, and dates. Export reports in PDF or Excel format. Share reports via email or messaging apps.
Invoice & Estimate Creator
Hussain Mustafa
Create invoices and estimates quickly
Create and send invoices and estimates with customizable templates. Add client details, itemized lists, and payment terms. Track status and set reminders. Export documents in PDF and share via email or messaging.
PT Sessions
Joseph Jones
Schedule , track progress, manage clients
Manage client with scheduling, progress tracking, and personalized notes. Store and share digital business cards. Access session data securely and efficiently.
Call Recorder, Phone Recording
Stefan Radovic
Record calls and ambient audio
Record calls and ambient audio with high-quality audio capture. Save and organize recordings. Share files directly. Set permissions and manage storage space. Protect sensitive conversations and business discussions.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
KENNEKT Business Messenger
Tech Automation, Inc
Connect clients and manage communication
Manage client interactions by sending personalized messages and scheduling meetings. Track project progress and assign tasks to team members. Share files and updates in real time. Monitor client activity and receive notifications.
Call Recorder · Voice Record ·
Linwood Beem
Calls and save conversations
And store phone calls securely. Save transcripts and audio files. Share recordings via email or messaging. Set automatic recording for specific contacts. Manage and organize saved conversations in a centralized library.
Answering Service Care
Answering Service Care, LLC.
Receive messages and manage calls securely
Receive message notifications and listen to messages on the go. Rate service performance, update on-call contacts, and pay bills directly from the . Securely manage interactions with the answering service.
Invoice Maker & Generator App
Futsum Semhar
Manage invoices, clients, and company data
Create and send professional invoices with customizable templates. Track payments and send reminders. Manage client and company details in one place. Set recurring invoices and view payment history. Export data in various formats.
My CPA Dashboard
Tareq Salah
Manage client requests and track expenses
Manage client communications and accounting tasks through a centralized . Track invoices, expenses, and deadlines. Schedule appointments and send reminders. Collaborate on documents and share updates in real time.
Invoice Maker - InvoiceLoop
ALEX GRAY
Create invoices and track payments
Create and customize professional invoices with templates. Track and manage bills for both outstanding and paid transactions. Maintain a detailed client database for business relationships.
NirmalBang Backoffice
NirmalBang Securities Private Limited
Track leisure accounts across markets
Track leisure account balances and transactions across Indian Equity, Derivatives, Commodities, and Currency markets. View real-time prices and trade history. Place orders and monitor positions. Receive alerts for market updates and account changes.
Hoxton Wealth
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
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Apps are ranked by functional similarity, category fit, rating confidence, and popularity.