Apps Like OWM Client Portal for iPhone and iPad
OWM Client Portal screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
eOption: Trading & Investing
Regal Securities, Inc.
Trade options, watch positions, research markets, chart
Check account balances and positions in real time. Place trades for stocks, ETFs, and options, including multi-leg spreads. View market news and charts. Set price alerts. Manage orders and track performance. Sync with Apple Watch for quick access.
Crestwood Advisors
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
Jiko: Spendable T-Bills
Jiko Technologies, Inc.
Save and trade automatically
Save and invest in with automated trading features. Access real-time earnings updates and tax-exempt benefits. Spend money instantly via linked accounts. Track savings progress and manage transactions within the .
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.