Apps Like ClientWise eXchange™ for iPhone and iPad
Connect with advisors and share insights
Manage client communications and team collaboration. Schedule coaching sessions, share resources, and track progress. Access training materials and participate in discussion forums. Sync with calendar apps and receive notifications.
ClientWise eXchange™ screenshots
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
Vizient Community
Vizient Inc
Post queries, share insights, join discussions
Access group discussion forums and resources. Receive real-time notifications of member interactions. Register for events and view meeting materials. Post queries and exchange insights with peers.
Redtail CRM
Redtail Technology, Inc.
Access contacts, track calendar, manage CRM
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.
CircleBlack Investor
Circleblack Inc.
Track finances, view accounts, manage investments
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
Loft Advisors
First Dakota National Bank Inc
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Track spending patterns and receive financial insights.
AEC Advisors
AEC Advisors LLC
Access event agenda and speaker profiles
Access event agendas, speaker details, and networking opportunities. Participate in polls and Q&A sessions. Engage with sponsors and view general event updates.
DOMINION for Advisers
Dominion Capital Strategies Limited
Invest in assets and manage portfolios
Manage investments with thematic funds, index trackers, and active portfolios. Access capital protection and governance tools. Execute transactions within 24 hours. View flexible investment options. Connect via web or mobile.
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.
Abundant Living Consulting
Abundant Living Consulting Corp, LLC
Access services and manage projects remotely
Access subsidiary services and use a collaboration dashboard for scheduling virtual meetings, instant messaging, e-signing contracts, and tracking program progress. View coaching resources and update client information securely.
Performance Beef
Performance Livestock Analytics, Llc.
Track animal health and feed data
Track animal health with individual treatment records. Integrate with smart scales for automated feed delivery data. Manage group, pen, and individual costs. Generate on-demand reports for feed usage and cost analysis.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.