Apps Like AdviserConnect for iPhone and iPad
Ranked alternatives
Showing 141–160 of 1,000 ranked alternatives.
Focal | Secure AI for Advisors
OmniClient Inc.
Record meetings, generate notes, sync data
Captures meeting transcriptions and generates AI summaries. Extracts tasks and organizes notes. Syncs data with CRMs. Creates agendas and maintains compliance records.
Dash ERO
Refundo Inc.
Real-time tax office performance insights.
The app provides tax professionals enrolled with Refundo real-time performance information for their offices and sub-offices. Users can view office details, search for clients, run reports, and receive push notifications.
Mortgage Calculator: Mortgages
Committed Code Ltd
Calculate , track payments, estimate savings
Track payments and compare loan options. Calculate monthly payments and total interest. View amortization charts to visualize loan repayment over time. Set reminders for payment due dates. Export financial data for records.
PurposePath
PurposePath Capital, LLC
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
Currence
Currence Inc.
Track expenses, save, and invest wisely
Track expenses, set savings goals, and build budgets. View spending patterns and progress over time. Automate transfers and receive notifications for transactions. Access educational resources on personal finance.
Budget Planner・Expense Manager
Kayma Tech LLP
Set budgets and track expenses
Track expenses by categorizing and recording transactions. Set and adjust budgets for different spending areas. Monitor spending progress and receive alerts when nearing limits. Sync financial data across devices.
Kaspium
Andromeda Software SRL-D
Create wallets, send funds, track transactions
Create and import multiple wallets. Send and receive funds. View wallet addresses and transaction history. Manage private keys securely. Monitor network activity and track balances.
Maroon Financial Credit Union
Maroon Financial Credit Union
Check balances and view transactions
Check account balances and view transaction history. Transfer funds between accounts. Pay bills and deposit checks via photo. Send money to other members. View check images and loan payment options. Find nearby branches or ATMs.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.