Apps Like Unio by Atria Wealth for iPhone and iPad
Unio by Atria Wealth screenshots
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
SendSquared
AdBase, Inc.
Send messages, manage bookings, track interactions
Manage guest and owner interactions with dual CRM systems. Track communication, bookings, and preferences. Assign tasks, send messages, and generate reports. Sync data across teams and properties. Customize workflows for guests and owners.
Auric Capital
Auric Capital Partners LLC
Manage client portfolios and communications
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
Invoice Maker: Receipt Tracker
INVENTO ONE PRIVATE LIMITED
Create invoices, estimates, and receipts
Create invoices, estimates, and receipts with customizable templates. Add client details, itemized lists, and payment terms. Set due dates and send via email. Track payments and generate reports. Sync with accounting software.
Invoice maker - Easy Invoice
Avocado Studio Pty Ltd
Create, customize, and send invoices
Create invoices instantly by adding business details, client information, and line items. Export invoices as PDF and share them via email or messaging apps. Customize templates and send professional invoices without technical skills.
Pinnacle Wealth
Pinnacle Wealth Planning Services, Inc
Access financial data and investment plans
View account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.
LucentDesk
Oriental Art Consultant LLC
Schedule appointments, send messages, manage bookings
Manage appointments with AI-driven scheduling, send instant messages to clients, and reduce no-shows. Track bookings, receive reminders, and integrate with payment systems. Share client details and manage staff schedules remotely.
Foresight Health Coaching
Foresight Health Coaching LLC
Receive notifications and answer habit questions
Receive push notifications from your coach with yes/no questions about healthy habit compliance. Answer prompts to track progress. View messages and reminders.
Buhler Fitness
Buhler Solutions Group LLC
Answer questions and receive notifications
Receive push notifications from coaches and answer yes/no questions about healthy habit compliance. Track progress on habit adherence and view activity history provided by coaches.
MakeBill: Custom Invoice Maker
PT BLISDEV ZERO BIT
Create invoices, receipts, and quotes
Create invoices, receipts, estimates, quotes, and delivery notes with customizable templates. Add client details, itemized lists, and payment terms. Export documents in PDF and printable formats. Track payments and send reminders via email.
SERV App for Home Services
ServCommerce, Inc.
Manage tasks, messages, and customers on
Manage customer interactions with in- messaging and service requests. Track job status and update notes. Schedule appointments and send invoices. Access real-time data on job progress and customer history.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.