Apps Like Client Connext for iPhone and iPad
Client Connext screenshots
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
Whelan Financial
Whelan Financial, Inc.
View portfolio balances and statements anytime
View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .
Invoice Simple Invoice Maker
Vijay Gangoni
Create invoices and track payments
Create invoices, estimates, and quotations with customizable templates. Add business logo, address, and website. Track payments and manage client statements. Generate customer statements and track billing. Organize products and clients. No ads.
BRG Wealth
Bay Rivers Group inc
View accounts, track performance, manage holdings
Access account balances, performance data, and holdings. View quarterly performance statements and custodial documents in one place. Upload files for storage. Contact support directly within the .
GLG for Experts
Gerson Lehrman Group
Manage tasks and share expertise
Manage projects with a unified view of past, current, and upcoming tasks. Respond to client requests and track engagement. Access new opportunities and stay organized with task management features.
KENNEKT Business Messenger
Tech Automation, Inc
Connect clients and manage communication
Manage client interactions by sending personalized messages and scheduling meetings. Track project progress and assign tasks to team members. Share files and updates in real time. Monitor client activity and receive notifications.
Osome: Accounting & Secretary
Osome Pte. Ltd.
Manage finances and chat securely
Manage business finances with secure chat access. Schedule free consultations with certified accountants. Register companies remotely within hours. Handle , taxes, and payroll. Receive secretarial support and document management.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.