Showing 1–20 of 1,000 ranked alternatives.
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
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.
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
Kelly Financial Group Limited Liability Company
Access client info and share documents
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.