Apps Like Forvis Mazars Private Client for iPhone and iPad
Forvis Mazars Private Client screenshots
Ranked alternatives
Showing 241–260 of 1,000 ranked alternatives.
Sanlam Portfolio
Sanlam Life Insurance Limited
Manage portfolios, view products, and make transactions
View account balances and product details. Manage investments and make transactions. Access contracts, statements, and tax documents. Upload and store important files securely.
Kribsavup
Griggs Mutual Holdings, LLC
Track credit scores, budget, save
Track credit scores from major bureaus. Set savings goals and monitor spending. Manage investment portfolios in one dashboard. Calculate home buying and renting expenses with advanced tools.
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.
Wealth eOffice
RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED
View portfolios, track goals, calculate investments
View investment portfolios and reports. Access financial calculators and goal tracking tools. Review performance metrics and receive advisor-generated insights. Manage investment goals and track progress over time.
SmartPro Client Experience
SmartPro Financial LLC
View portfolio data and interact with
View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.
Signal Community
Signal Advisors Insurance LLC
Connect, share, and discuss insights
Connect with financial advisors to share insights, discuss market trends, and explore strategies. Participate in conversations and collaborate on ideas. Access exclusive marketing materials and consumer-facing content.
Hammond Iles Portal
Kelly Financial Group, LLC
Access accounts, view portfolio, secure messages
Access account details, investment portfolio, and document vault securely from your phone or tablet. Contact financial coach directly, receive messages, and view updates from your personal finance team.
Compound Planning
Compound Financial, Inc
Track net worth and manage assets
Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.