Showing 341–360 of 1,000 ranked alternatives.
Trendsic Corporation, Inc.
Enter client info, manage contacts, track commissions,
Enter client contact information and manage contacts. View news and notes from the back office portal. Submit business reports and track commissions directly within the .
Site Marker Inc.
Document site data, create reports, collaborate
Allows users to collect site data using a mobile device. They can drop pins to document action items, capture images and notes, and generate reports instantly. Real-time geolocation helps track location during site visits.
ALL COUNTIES INSURANCE BROKERAGE INC
Manage policies and claims
Manage policies with real-time updates and instant coverage. View policy details, submit claims, and communicate with agents and carriers. Access digital forms, track claim status, and receive notifications for policy changes.
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Dashboard Systems OAO
Manage meetings, track decisions, share documents
Schedule and manage meetings with calendar integration, set agendas, and assign tasks. Track meeting minutes and action items. Collaborate on documents, share files, and monitor progress. Generate reports and maintain records for governance.
GetBusy UK Limited
Capture, classify, and store documents
Create, store, and classify documents. Assign and manage shared tasks with team members. Send secure messages and files. Add electronic signatures to documents. Customize appearance with brand elements.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.