Apps Like Abundance Client Portal for iPhone and iPad
Abundance Client Portal screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Breed Abundance
Adedoyin Akinrinade
Learn financial skills and track your progress
Learn about personal finance with content and resources on budgeting, investing, and wealth management. Track expenses, set financial goals, and receive guidance on managing and growing money.
Yahoo Finance: Stocks, Markets
Yahoo Inc.
Track , get alerts, and view real-time
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
SGH Wealth Management
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
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.
Compounder
James Bevins
Calculate interest, track growth, plan goals
Calculate compound interest to track savings, investments, or retirement growth. Input initial amount, monthly contributions, and annual rate. View projected balances over time. Adjust variables to explore different scenarios.
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.
Inspira Mobile™
Inspira Financial Health, Inc.
Manage accounts, track expenses, plan budgets
Manage health savings accounts, emergency savings funds, flexible spending accounts, health reimbursement arrangements, and lifestyle spending. View balances, make transfers, and track expenses.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.