Apps Like AV PRO for iPhone and iPad
Manage assets, track expenses, generate reports
Track and manage financial assets with real-time data aggregation. View comprehensive investment reports and performance analytics. Customize dashboards and set alerts for account activity. nd export detailed financial statements.
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
Bowman Estate Planning
START TECHNOLOGY SOFTWARE LIMITED
Record assets and track ownership
Track and manage financial assets including properties, pensions, investments, bank accounts, and insurance policies. Categorize assets, record account details, assign values, and define ownership.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
BIP ClientCare
BIP Technology, LLC
View portfolio, track assets, receive insights
View asset performance data, access portfolio details, and receive personalized insights. Track investments, set reminders, and communicate with financial advisors. Receive notifications and update account information securely.
Lake City Bank Wealth Access
Lake City Bank
Track balances, view trades, and check holdings
View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.
YourOwn Wallet
YourOwn Inc.
Manage financial data in one secure
Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.
NoorVest
Wealthisor LLC
Invest in Shariah-compliant assets
Manage investments with Shariah-compliant options across multiple asset classes. Set financial goals and track progress. Access educational resources and real-time market updates. Monitor transactions and receive alerts.
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.