Fidelity Assist app icon

Apps Like Fidelity Assist for iPhone and iPad

by NewHomePage LLC★ 0.00 ratingsBusinessFreeData updated 2026-09-08

Fidelity Assist screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Freshsales app icon

    Freshsales

    FRESHWORKS TECHNOLOGIES PRIVATE LIMITED

    Track contacts, automate tasks, and manage deals

    Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.

    ★ 4.5521 ratingsBusinessFreeData updated 2026-09-10
  2. Lighthouse Credit Union app icon

    Lighthouse Credit Union

    Lighthouse Federal Credit Union

    View balances and manage accounts

    View real-time balances for savings, checking, and loan accounts. Review detailed transaction history with summaries. Transfer funds between accounts. Deposit checks by photo. Set account alerts. Lock and unlock cards remotely.

    ★ 4.32,052 ratingsFinanceFreeData updated 2026-09-09
  1. Wild Apricot for admins app icon

    Wild Apricot for admins

    Personify, Inc.

    Manage members and events securely

    Manage members and events by adding or checking in attendees, editing events, modifying member details, approving memberships, archiving contacts, and recording manual payments. Search for contacts and suspend memberships as needed.

    ★ 4.71,380 ratingsBusinessFreeData updated 2026-09-09
  2. Fidelity International Events app icon

    Fidelity International Events

    Financial Administration Services Limited

    View agendas, access speaker info, and navigate

    View event agendas and access speaker details. See venue maps and floor plans. Create notes during the event. Submit questions for Q&A sessions. Requires login credentials provided upon event registration.

    ★ 5.01 ratingsBusinessFreeData updated 2026-09-06
  3. Copper CRM app icon

    Copper CRM

    Copper CRM, Inc.

    Manage leads, track deals, and deliver projects

    Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .

    ★ 4.7446 ratingsBusinessFreeData updated 2026-09-09
  4. Mapview Sales Route Planner app icon

    Mapview Sales Route Planner

    The Casey Group

    Plan trips with map-based routing

    Manage territory with mapping tools to plan customer visits and view appointments as routes. Visualize contacts geographically, optimize travel paths, and track progress during trips.

    ★ 4.7632 ratingsProductivityFreeData updated 2026-09-08
  5. Binder by Magaya app icon

    Binder by Magaya

    Magaya Corporation

    Send attachments to database items

    Allows sending attachments from a phone to database items or transactions. Users connect via a 5-digit Network ID and use their username and password. Attachments can be sent directly to database entries.

    ★ 4.8722 ratingsBusinessFreeData updated 2026-09-14
  6. Boulevard Professional app icon

    Boulevard Professional

    Boulevard Labs, Inc

    Review client profiles and update notes

    Review client profiles to view past appointments, previous purchases, and social media links. Manage schedules with weekly views and staff assignments. Update client notes and send reminders directly from the .

    ★ 4.6601 ratingsBusinessFreeData updated 2026-09-11
  7. FidelityAgent ONE app icon

    FidelityAgent ONE

    PalmAgent Software

    Generate buyer estimates and seller net sheets

    Calculate closing costs and generate buyer estimates and seller net sheets for real estate transactions. Input property details to receive accurate calculations. Customize email and printout templates for client communication.

    ★ 4.6186 ratingsFinanceFreeData updated 2026-09-08
  8. Redtail CRM app icon

    Redtail CRM

    Redtail Technology, Inc.

    Access contacts, track calendar, manage CRM

    Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.

    ★ 4.6691 ratingsBusinessFreeData updated 2026-09-10
  9. OnePageCRM - Simple CRM System app icon

    OnePageCRM - Simple CRM System

    Novus Via Ltd

    Manage contacts and set follow-up reminders

    Manage client and prospect interactions with follow-up reminders linked to contacts. Track relationships, set recurring reminders, and organize notes.

    ★ 4.8363 ratingsBusinessFreeData updated 2026-09-08

How we rank alternatives

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