Infinium Portal app icon

Apps Like Infinium Portal for iPhone and iPad

by Infinium Investment Advisors, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. ADP Mobile Solutions app icon

    ADP Mobile Solutions

    ADP, Inc

    Access payroll, track time, manage benefits

    View payroll data, manage time and attendance, access benefits information, and track HR metrics. Submit time cards, approve requests, and receive notifications. Sync with ADP products for real-time updates and settings adjustments.

    ★ 4.74,446,584 ratingsBusinessFreeData updated 2026-09-14
  2. CPS Portal app icon

    CPS Portal

    CHAS. P. SMITH & ASSOCIATES, P.A., C.P.A.'S

    ★ 2.33 ratingsFinanceFreeData updated 2026-09-06
  3. Investor-Portal app icon

    Investor-Portal

    AppFolio

    Track investments, view reports, submit interest

    Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.

    ★ 4.91,804 ratingsFinanceFreeData updated 2026-09-06
  4. Qi Services app icon

    Qi Services

    THE INTERNATIONAL SMART CARD CO. LLC

    Manage accounts, transfer funds, block cards

    View and manage Qi bank accounts. Block or unblock cards, reset PIN, replace or renew cards. Access detailed account statements. Transfer money from cards. Locate nearby Qi places.

    ★ 4.581,875 ratingsFinanceFreeData updated 2026-09-06
  5. Alliance Wealth app icon

    Alliance Wealth

    Alliance Wealth Advisors, LLC

    Monitor balances, view accounts, share documents, link

    Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-14
  6. EFE app icon

    EFE

    Edelman Financial Engines, LLC

    Track accounts and view progress

    View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.

    ★ 4.67,564 ratingsFinanceFreeData updated 2026-09-11
  7. Opal Wealth Advisors Portal app icon

    Opal Wealth Advisors Portal

    Opal Wealth Advisors, LLC

    Access client and manage accounts

    Access client for financial accounts, view portfolio performance, and communicate with . Submit requests, track transactions, and receive account updates directly through the .

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  8. Equitable Mobile App app icon

    Equitable Mobile App

    Equitable Financial Services, LLC

    Manage accounts, view history, access documents

    Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.

    ★ 4.730,043 ratingsFinanceFreeData updated 2026-09-06
  9. OneAmerica Retirement app icon

    OneAmerica Retirement

    American United Life Insurance Co Inc

    Manage accounts and access financial resources

    Manage accounts with transaction history and activity tracking. Access financial wellness resources and tools. View balances and transaction details. Switch between English and Spanish language settings. Set up and manage account alerts.

    ★ 4.79,272 ratingsFinanceFreeData updated 2026-09-06
  10. Hammond Iles Portal app icon

    Hammond Iles Portal

    Kelly Financial Group, LLC

    Access accounts, view portfolio, secure messages

    Access account details, investment portfolio, and document vault securely from your phone or tablet. Contact financial coach directly, receive messages, and view updates from your personal finance team.

    ★ 4.84 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.