Apps Like Forvis Mazars Private Client for iPhone and iPad
Forvis Mazars Private Client screenshots
Ranked alternatives
Showing 261–280 of 1,000 ranked alternatives.
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NOHO FINANCIAL, INC.
Manage finances with AI-driven insights
Manage finances with AI-driven insights and personalized recommendations. Set financial goals, track spending, and receive investment strategies. Schedule consultations, review performance reports, and adjust portfolios remotely.
Willow Financial
Willow Financial LLC
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
Vault: Private Wealth
Vault Wealth Limited
Manage assets and track investments
Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.
Crunch : Money Manager
Crunch App Ltd.
Track expenses, manage budgets, monitor net worth
Track expenses, manage budgets, and monitor net worth in real time. Link accounts from 18 UAE banks for consolidated financial overview. Support multiple currencies with customizable base currency settings.
SUMA Wealth
SUMA Wealth, Inc
Link accounts, track spending, manage investments
Manage multiple financial accounts, cards, and investments in a single dashboard. Track expenses, set budgets, and receive personalized spending insights. Use AI to identify unused subscriptions and plan major purchases.
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