Apps Like Forvis Mazars Private Client for iPhone and iPad
Forvis Mazars Private Client screenshots
Ranked alternatives
Showing 281–300 of 1,000 ranked alternatives.
Private Client Services
The Capital Group Companies Inc.
Check balances and review assets
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
Centible
App Team Carolina
Track expenses, set budgets, connect accounts
Securely connect bank accounts to view spending habits from the past week or month. Automatically categorize transactions in the Inbox. Set budgets and track expenses. Receive alerts for unusual activity. Export spending reports.
OpenArc Client Portal
OpenArc Corporate Advisory, LLC
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
Envestnet Client View
Envestnet Financial Technologies, Inc.
Track expenses, portfolios, and manage accounts
Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.
Money Manager & Budget App
Serhii Kravchuk
Track income, expenses, and budgets
Track income and expenses using customizable categories. Add custom icons and color coding for organization. View detailed reports and analytics. Ensure full privacy with data stored locally.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.