Apps Like Client Ally for iPhone and iPad
Ranked alternatives
Showing 481–500 of 1,000 ranked alternatives.
Proinvest
PROINVEST WEALTH MANAGERS PRIVATE LIMITED
Track investments and view portfolio updates
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme-specific information. Monitor mutual fund and equity share investments.
pH by JH
Jones-Hamilton Co.
Calculate rates, access data, stay informed
Calculate investment application rates using custom calculators. Access product data sheets for application instructions. Retrieve latest news, research, and resources from Jones-Hamilton Co.
The Edge Markets
The Edge Communications Sdn Bhd
Track portfolios, analyze data, stay informed
Access real-time financial news from regional and global sources. Track stock prices, analyze market trends, and view portfolio performance. Receive daily stock recommendations and use built-in tools for data-driven decision making.
SliceVista - Real Estate FIP
ZENDOT TECHNOLOGIES PRIVATE LIMITED
Invest in shares
Invest in through fractional ownership. Choose from commercial properties, holiday homes, and land. Start with a minimum investment of Rs. 10 lakhs. Manage investments and track performance through the platform.
Impact Pulse
Impact Pulse LLC
Invest in, track, and share portfolios
Track investment performance with real-time data and analytical tools. Set ethical screening criteria and monitor portfolio alignment. Connect with other socially conscious investors in a shared network.
FINOMIS
FINOMIS INVESTMART LLP
Invest in funds, track portfolios, get advice
Track investments in mutual funds, equities, and commodities. Place online trades and manage SIPs. Access research reports and monitor portfolio performance. Receive digital financial advice and adjust allocations scientifically.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.