Apps Like M.S MAX for iPhone and iPad
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
PurposePath
PurposePath Capital, LLC
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
Investrio: Expenses & Invoices
Investrio, inc
Track , automate taxes, monitor cash flow
Track and categorize business and personal transactions automatically. View real-time profit and loss reports. Monitor cash flow and tax deadlines. Receive AI suggestions for funding opportunities and financial planning.
anb capital
Arab National Investment Company
Trade stocks and manage mutual funds
View stock prices and mutual fund performance in real time. Place trades and manage portfolios with customizable watchlists. Set price alerts and access research reports. Track transactions and generate detailed statements.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.