Apps Like Pontera Connect for iPhone and iPad
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
ClientLink
Wedbush Securities, Inc.
Access accounts and manage investments
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
My Savings
Natixis Interepargne
Manage products anytime, anywhere
Manage employee products including Company Plan, Mandatory Profit-Sharing Premium, and Collective Retirement Plan. View account details, make contributions, and track balances. Access securely with username and password.
Freestone Capital Management
FREESTONE CAPITAL MANAGEMENT LLC
View finances, track expenses, secure documents, create
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisor. Manage budgets and track spending. Access account details and transaction history.
SmartPro Client Experience
SmartPro Financial LLC
View portfolio data and interact with
View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.