neoleap
GLOBAL FINANCIAL DIGITAL SOLUTIONS COMPANY
Manage finances, receive payments, issue cards, transfer
Manage business finances by creating an account to track operations, receive payments, and issue corporate cards.
Apps Like Forvis Mazars Private Client for iPhone and iPad
Forvis Mazars Private Client screenshots
Ranked alternatives
Showing 201–220 of 1,000 ranked alternatives.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
FaithFi: Faith & Finance
FAITHFI: FAITH & FINANCE, LLC
Track expenses, set budgets, and read Bible
Track income and expenses with envelope system or monthly budget. Set financial goals and receive scripture-based insights. Sync with Bible verses to align spending habits with teachings. View spending patterns and adjust budgets accordingly.
Fieldpoint Private Banking
Fieldpoint Private Bank & Trust
Manage transactions with tags and notes
Track transactions with tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts.
PFG Private Wealth
PFG Private Wealth Management, LLC
Access your portfolio and financial plan anytime
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
SEI Connect - Investor
SEI Investments Management Corporation
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.