Apps Like Inspire Client for iPhone and iPad
Inspire Client screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
NJ Client Desk
FINLOGIC TECHNOLOGIES INDIA PRIVATE LIMITED
Check net worth, view reports, track transactions
Check net worth, view valuation reports, review profit and loss statements, and access last 10 transactions. Log in with provided credentials to retrieve financial data and transaction history.
Alliance Wealth
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Inspire Connect
International CIO Leadership Association, LLC
Access member content and resources
Browse a member directory, register for chapter events, access keynote content, manage your profile, and with subject matter experts. Search for and message other members. View event details and speaker information.
Opal Wealth Advisors Portal
Opal Wealth Advisors, LLC
Access client and manage accounts
Access client for financial accounts, view portfolio performance, and communicate with . Submit requests, track transactions, and receive account updates directly through the .
Altruist Client
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
Fiducient Advisors
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.