Apps Like Advisor Terminal for iPhone and iPad
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
Spike: AI Email & Team Chat
SpikeNow Ltd.
Manage emails across accounts and threads
Manage multiple accounts and organize inbox with smart sorting. Summarize long threads and attachments instantly. Draft replies quickly using AI. Set priorities and track tasks directly from emails. Share notes and files with members.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
8FIGURES AI Investment Advisor
8FIGURES Inc.
Track portfolios, analyze risks, invest wisely
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
Ameriprise Advisor Deposit
Ameriprise
Checks into client accounts
Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.