Back Bay Client Portal app icon

Apps Like Back Bay Client Portal for iPhone and iPad

by Back Bay Financial Planning & Investments, LLC★ 5.01 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. TaxDome Client Portal app icon

    TaxDome Client Portal

    TaxDome LLC

    Review documents, chat securely, sign agreements, upload

    Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.

    ★ 4.924,461 ratingsFinanceFreeData updated 2026-09-06
  2. 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
  1. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,020 ratingsFinanceFreeData updated 2026-09-06
  2. OpenArc Client Portal app icon

    OpenArc Client Portal

    OpenArc Corporate Advisory, LLC

    Access portfolio, download reports, connect with advisor

    Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .

    ★ 5.010 ratingsFinanceFreeData updated 2026-09-06
  3. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  4. Resident Portal Mobile app icon

    Resident Portal Mobile

    Entrata, Inc.

    Pay rent, submit requests, chat with community

    Pay rent with a single tap, manage one-time or recurring payments, and receive rent reminder notifications. Submit maintenance orders with photo attachments and communicate with property management through the .

    ★ 4.9253,844 ratingsLifestyleFreeData updated 2026-09-11
  5. Texas Bay CU app icon

    Texas Bay CU

    Texas Bay Credit Union

    Manage accounts, check balances, deposit checks, transfer

    Manage accounts and check balances anytime. View transactions and deposit checks by photo. Transfer funds between accounts and to other institutions. Track budget and set financial goals. Receive alerts and secure account access.

    ★ 4.89,108 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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