Client Ally app icon

Apps Like Client Ally for iPhone and iPad

by Dishaawree Enterprise LLP★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Tamra Capital: Save & Invest app icon

    Tamra Capital: Save & Invest

    TAMRA CAPITAL COMPANY

    In ETFs and manage your portfolio

    Manage investments with automated portfolio management and diversification across exchange-traded funds. Set financial goals, track performance, and adjust allocations. Receive market insights and access account statements.

    ★ 4.8546 ratingsFinanceFreeData updated 2026-09-06
  2. Private Client Services app icon

    Private Client Services

    The Capital Group Companies Inc.

    Check balances and review assets

    Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.

    ★ 4.410 ratingsFinanceFreeData updated 2026-09-06
  3. SAM Client App app icon

    SAM Client App

    Stansberry Asset Management, LLC

    Check performance, review portfolios, track investments

    Check investment performance, review portfolio details, and understand asset allocation. Subscribe to NewsFeed, download reports, view past webinars, and contact Customer Relationship Managers.

    ★ 4.65 ratingsFinanceFreeData updated 2026-09-06
  4. KFH Wealth app icon

    KFH Wealth

    KFH Capital Investment Company ( K.S.C.C )

    Manage investments and track portfolio performance

    Manage investments and monitor portfolio performance. View detailed analytics and market trends. Add, remove, or adjust holdings. Set up recurring contributions and track historical performance.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  5. Finher app icon

    Finher

    NAHRI RISE PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  6. Envelope: Budgeting & Banking app icon

    Envelope: Budgeting & Banking

    Envelope Money, Inc.

    Track expenses, save money, budget wisely

    Track income and expenses with categorized entries. Set and monitor budget envelopes for specific spending. View monthly summaries and net worth changes. Receive alerts for transactions and budget overages. Export financial data for record-keeping.

    ★ 4.7299 ratingsFinanceFreeData updated 2026-09-06
  7. Blossom: Portfolio Tracker app icon

    Blossom: Portfolio Tracker

    Blossom Social Inc.

    Track stocks, ETFs, and dividends

    Track stocks, ETFs, and dividends with real-time data. Follow investor portfolios and compare performance. Learn investment strategies through educational content. Set alerts for price changes and market news. Share insights with the community.

    ★ 4.72,089 ratingsFinanceFreeData updated 2026-09-06
  8. Axis Direct Trader app icon

    Axis Direct Trader

    Axis Capital Limited

    Trade stocks, invest, and track portfolios

    Track market investments and stay updated with real-time data. Explore stocks, ETFs, SGBs, SIPs, and mutual funds. Use chart-based trading, predefined strategies, and intuitive scanners. Set investment goals and monitor performance.

    ★ 4.4253 ratingsFinanceFreeData updated 2026-09-08
  9. MichEd Mobile app icon

    MichEd Mobile

    Michigan Educational Credit Union

    Manage accounts, track savings, view transactions, receive

    Manage multiple accounts with real-time balance checks and transaction tracking. Set and monitor savings goals with personalized recommendations. Schedule and make bill payments directly. Transfer funds between accounts quickly and securely.

    ★ 4.91,408 ratingsFinanceFreeData updated 2026-09-09
  10. Hoxton Wealth app icon

    Hoxton Wealth

    HOXTON CAPITAL MANAGEMENT FZE

    Track net worth in real time

    Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.

    ★ 4.535 ratingsFinanceFreeData updated 2026-09-06
  11. Wealth eOffice app icon

    Wealth eOffice

    RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED

    View portfolios, track goals, calculate investments

    View investment portfolios and reports. Access financial calculators and goal tracking tools. Review performance metrics and receive advisor-generated insights. Manage investment goals and track progress over time.

    ★ 4.19 ratingsFinanceFreeData updated 2026-09-06
  12. AskNewt app icon

    AskNewt

    AllocateRite Digital, LLC

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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