Apps Like KFIC Invest for iPhone and iPad
Collect and verify client data securely
Allows users to submit and verify personal and financial information. It enables document uploads and digital signature. Users can track onboarding progress and access investment profiles. The platform ensures compliance with regulatory requirements.
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Webull: Investing & Trading
Webull Technologies Pte. Ltd.
Invest and manage your wealth
Deposit funds to earn bonus interest rates. Manage investments with cash management tools and IRA matching. Trade stocks, ETFs, and options with zero commissions. Access market insights and predictive tools for decisions.
Betterment Invest & Save Money
Betterment
In portfolios and automatically
In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.
Intelligent Hub
Wandering WiFi LLC
Access services, track notifications, manage device security
Stay secure and connected with unified onboarding and access to services like People, Notifications, and Home. View device details, IT messages, and compliance status. Manage mobile device and settings remotely.
Public: Invest & Trade
Open to the Public Investing, Inc.
Transfer portfolio and earn 1% match
Transfer assets from brokerage, IRA, or 401(k) accounts to build a diversified portfolio. Earn 1% uncapped match on portfolio transfers. in stocks, options, bonds, and crypto. Contribute to IRA and earn 1% match on annual contributions.
IBKR Mobile - Invest Worldwide
Interactive Brokers LLC
Monitor markets and place trades
Monitor market activity with real-time quotes, charts, and market scanners. Place standard orders and complex option spreads. View delayed quotes without registration or account setup.
DaySmart Salon Software
DaySmart Software, LLC
Manage appointments and track payments
Manage appointments and schedule staff-specific slots. Process payments and send automated text and email reminders. Allow 24/7 bookings via Instagram. Track client history and send appointment confirmations. Generate reports and manage inventory.
Generations Homecare System
Integrated Database Systems, Inc.
Track visits, view schedules, manage tasks
Manage home care operations with caregiver access to GPS visit verification, visit notes, schedules, and tasks. Clients receive visit alerts, schedules, and care plans. Office users handle client data, caregivers, physicians, and schedules.
Hapi: Invest in U.S. Stocks
Hapi Corp.
In and ETFs from Latin America
In and ETFs with fractional share purchases starting at USD 5. View portfolio performance and track investments. Access educational resources and market news. Deposit funds using local payment methods.
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.
Thndr: Invest Your Money
Axis Markets B.V.
In stocks, funds, and gold anytime
In stocks, mutual funds, and gold with same-day account opening. Deposit funds via Instapay, bank transfers, or Vodafone Cash. Set savings goals and track portfolio performance. Withdraw or transfer funds anytime.
GEOH
Canchecks, LLC
Track schedules, audit care, onboard staff
Manage caregiver and patient schedules with real-time tracking and compliance audits. Assign tasks, monitor attendance, and generate reports. Integrate with existing systems for streamlined onboarding and data management.
MoeGo: Pet Business Suite
Moement, Inc.
Manage customer data and automate pet care
Manage pet care operations with real-time analytics and automation. Track customer data, schedule appointments, and monitor performance. Generate reports, send reminders, and streamline daily tasks for improved efficiency and customer engagement.
Moxo
Moxtra, Inc.
Manage client interactions digitally
Manage client interactions with digital automation tools. Onboard clients, service accounts, and handle exceptions through centralized workflows. Send secure messages, share documents, and track client progress in real time.
GlacierGrid
GlacierGrid Inc.
Monitor refrigeration and optimize energy use
Monitor refrigeration units and HVAC systems in real time. Adjust temperatures remotely. Receive alerts for equipment anomalies. Track energy usage and reduce food spoilage. View reports on energy savings and emissions reduction.
ShiftCare
ShiftCare Pty. Ltd.
Manage schedules and client records
Manage schedules and assign caregivers for home care services. Track Electronic Visit Verification status. Handle billing and client information. Maintain records and communicate with care teams. Generate reports and monitor service compliance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.