Apps Like AZA Client Portal for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Ox Road Capital
Ox Road Capital LLC
View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
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.
Veracity Capital
Veracity Capital, LLC
Access portfolio data securely
Access portfolio data and account information through a simple interface. View investment performance, transaction history, and client-specific reports. Request access through your primary contact.
ARK Financial Client Portal
Ark Financial Management, LLC
Access portfolio data and manage investments
Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.