Apps Like Integras Partners for iPhone and iPad
Ranked alternatives
Showing 221–240 of 1,000 ranked alternatives.
Partners +
SYGALIN
Manage partner accounts and access services remotely
Manage subscriptions with renewal and subscription tracking. View customer details and activity logs. Access service reports and performance metrics. Submit support requests and track their status.
PurposePath
PurposePath Capital, LLC
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
OpenArc Client Portal
OpenArc Corporate Advisory, LLC
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
Workbooks CRM Mobile
Workbooks Online Limited
Access real-time data and update records
Access real-time data and update records on the go. View personalized insights from reports, lists, tasks, and events. Track customer and prospect information for a 360-degree view. Manage forecasts and key metrics directly within the .
Trusted Estate Partners
Trusted Estate Partners, LLC
Track auctions, view properties, bid remotely, receive
Stay updated on upcoming auctions. View properties of interest. Receive notifications for outbids. Place bids remotely or set maximum bids for automatic bidding.
NR Wealth
North River Wealth Advisors LLC
View account info, balances, and goals
View account details, check balances, and track investment performance. Monitor progress toward financial goals. Set and adjust goals with real-time updates. Receive notifications for account activity.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.