Unio by Atria Wealth app icon

Apps Like Unio by Atria Wealth for iPhone and iPad

by CFS INSURANCE & TECHNOLOGY SERVICES LLC★ 4.36 ratingsFinanceFreeData updated 2026-09-06

Unio by Atria Wealth screenshots

Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  1. Mark Spain SalesPro app icon

    Mark Spain SalesPro

    Higher Tech Realty, Inc

    Capture home details and visuals

    Manage appointments with a centralized calendar, set reminders, and track client interactions. Contact clients directly through the . Capture and store home details and visuals. Sync with real estate listings and manage offers in one place.

    ★ 4.36 ratingsProductivityFreeData updated 2026-09-06
  2. Clear1 app icon

    Clear1

    CFS INSURANCE & TECHNOLOGY SERVICES LLC

    Access investments and manage accounts

    Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.

    ★ 4.216 ratingsFinanceFreeData updated 2026-09-06
  1. Lever360 app icon

    Lever360

    AT YOUR SERVICE SYSTEMS INC

    Manage jobs, track leads, and generate reports

    Manage restoration projects with task tracking, client communication, and job scheduling. Monitor progress through customizable reports. Streamline sales and marketing with CRM tools. Coordinate team activities and maintain project timelines.

    ★ 4.911 ratingsBusinessFreeData updated 2026-09-06
  2. Plante Moran Wealth app icon

    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.

    ★ 4.68 ratingsFinanceFreeData updated 2026-09-17
  3. Greyspace app icon

    Greyspace

    Greyspace Financial LLC

    View reports, load receipts, schedule meetings

    View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  4. Devyce - 2nd Number App app icon

    Devyce - 2nd Number App

    DEVYCE LIMITED

    Manage phone numbers from one device

    Manage two phone numbers from one device. Receive and make calls, send and receive texts, and use data for both numbers. Switch between numbers quickly. Access UK mobile and landline services without needing separate devices.

    ★ 4.322 ratingsBusinessFreeData updated 2026-09-24
  5. WRANGLD app icon

    WRANGLD

    Wrangld Inc.

    Schedule appointments, manage tasks, track time

    Manage appointments and schedule tasks to improve workflow efficiency. Create customizable proposals with multiple options for clients. Track job progress and send invoices directly from the . Communicate with clients through built-in messaging.

    ★ 4.69 ratingsBusinessFreeData updated 2026-09-06
  6. Running Point Capital app icon

    Running Point Capital

    Running Point Capital Advisors, LLC

    Access portfolio and financial data securely

    Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.

    ★ 5.08 ratingsFinanceFreeData updated 2026-10-10
  7. LenzVU app icon

    LenzVU

    Tribute Kiosk Inc.

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  8. GEPL Backoffice app icon

    GEPL Backoffice

    GEPL CAPITAL PVT LTD

    Track trades across multiple markets

    Track investments in Indian Equity, Derivatives, Commodities, and Currency markets. View account balances and transaction history. Place trades and manage orders. Receive real-time market data and alerts. Sync with for account updates.

    ★ 4.815 ratingsFinanceFreeData updated 2026-09-15
  9. Configure app icon

    Configure

    WAVELYNX TECHNOLOGIES CORPORATION

    Connect readers, access data, settings

    Allows users to connect to nearby readers quickly, access critical device information, and adjust settings for customization. Users can fine-tune configurations, view essential details at a glance, and manage reader installations efficiently.

    ★ 4.914 ratingsUtilitiesFreeData updated 2026-09-06
  10. SEI Connect - Investor app icon

    SEI Connect - Investor

    SEI Investments Management Corporation

    Access accounts with biometrics

    Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.

    ★ 4.224 ratingsFinanceFreeData updated 2026-09-06
  11. iBAS Pay app icon

    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.

    ★ 2.09 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.