Apps Like Spinnaker Client for iPhone and iPad
Spinnaker Client screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Kohmann Bosshard Client Portal
Kohmann Bosshard Financial Services LLC
Track expenses, view reports, secure documents, manage
View financial data through an interactive dashboard. Access dynamic reports with real-time investment details. Securely view documents from financial advisors. Manage budgets and track spending.
True Wealth Design
True Wealth Design, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access documents from financial advisors in a secure vault. Manage budgets and track spending. Set financial goals and receive alerts.
Bragg Client Portal
Bragg Financial Advisors, Inc.
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely via a document vault. Access budgeting tools and additional financial features.
Rhame & Gorrell Wealth
Rhame & Gorrell Wealth Management, LLC
View financial data and manage budgets
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisors. Manage budgets and track spending. Set financial goals and monitor progress.
Cedar Point Capital Partners
Cedar Point Capital Partners, LLC
View financial data and reports
View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.
Midwest Financial Partners Inc
Midwest Financial Partner
Track expenses, budget, and secure documents
View data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a advisor. Manage budgets and track spending.
Vestor Capital, LLC
Vestor Capital, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with real-time investment details. Store and share documents securely with a document vault. Manage budgets and track spending.
OJM Group
OJM Group LLC
View finances, track expenses, secure documents, create
View financial data through an interactive dashboard. Access dynamic reports with current investment details. Securely view documents from financial advisors. Manage budgets and track spending. Set up alerts for financial activities.
Albion Financial Group
ALBION MANAGEMENT GROUP, LTD
View data and manage budgets
View data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a wealth advisor. Manage budgets and track spending.
WealthView
Tamarac Inc.
View finances, chat with advisor, track expenses,
View financial data through an interactive dashboard. Access dynamic reports with current investment details. Store documents securely in a vault. Use budgeting tools to manage expenses. Communicate with a financial advisor within the .
Freestone Capital Management
FREESTONE CAPITAL MANAGEMENT LLC
View finances, track expenses, secure documents, create
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisor. Manage budgets and track spending. Access account details and transaction history.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.