Apps Like AdviserConnect for iPhone and iPad
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
NLG Agents
National Life Insurance Company
Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Invoice Ninja
Invoice Ninja LLC
Create invoices and track payments
Create invoices, track payments, and manage clients with customizable templates. Log expenses and time billed for projects. Add products to a library and send quotes or credits via email.
Best Financial CU
Best Financial Credit Union
Transfer funds securely anytime
Check balances and view transaction history in real time. Perform quick transfers with a single tap. Use SSL encryption for secure communication. Block unauthorized access and protect account data. Locate branches or ATMs with a single tap.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.