Apps Like Waverly Advisors for iPhone and iPad
View account information on mobile devices.
The app provides Waverly Advisors' clients with access to account valuation, performance, and reporting information. It is developed for mobile devices.
Waverly Advisors screenshots
Ranked alternatives
Showing 101–120 of 1,000 ranked alternatives.
Citi Private Bank In View
Citibank, N.A.
Digital banking for private clients.
The app provides Citi Private Bank clients with a digital banking experience. It offers a comprehensive view of accounts, allowing exploration of portfolios, analysis of metrics, and access to publications.
My Records
Digital Business Integration
Access HR information on mobile devices.
The app provides employees direct access to critical HR information on mobile devices. Employees can view personal details, documents, benefits, pay stubs, and emergency contacts, secured by username and password.
Warren Street Wealth Advisors
Warren Street Wealth Advisors, LLC
View performance, track holdings, access statements
View investment performance, holdings, and statements. Access account details securely. Set up alerts for transactions. Receive regular performance updates. Manage investment portfolios remotely.
Boone Bank & Trust Co. Mobile
Boone Bank & Trust Co.
Access account information anytime, anywhere.
The app provides access to account information, allowing users to view balances, make transfers, pay bills, and deposit checks. Users can also view and activate cash back offers through the application.
D&D Energy Group
PDS Solutions, LLC
Check fuel prices and EFT details
Check account information anytime and anywhere. View latest fuel prices, EFT details, invoice details, and sales history. Access reporting data and manage financial transactions remotely.
Mobile FCM® Employee Banking
AgriBank, FCB
View account balances and track transactions
View account balances and transaction history. Make payments and disbursements. Access 24/7 using existing login credentials. Requires registration and eligibility.
Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors, LLC
View net worth and financial plan anytime
View real-time net worth and financial plan details. Track investments, expenses, and income. Receive alerts for account changes. Update financial goals and view performance reports. Sync with banking accounts for accurate data.
Workforce Logiq Mobile
APC Workforce Solutions, LLC
Manage contingent workforce from mobile devices.
The app allows users to manage their contingent workforce program from mobile devices. It provides access to Staff Augmentation and Statement of Work-based projects, enabling users to perform critical tasks on the go.
Performance Beef
Performance Livestock Analytics, Llc.
Track animal health and feed data
Track animal health with individual treatment records. Integrate with smart scales for automated feed delivery data. Manage group, pen, and individual costs. Generate on-demand reports for feed usage and cost analysis.
NJ Client Desk
FINLOGIC TECHNOLOGIES INDIA PRIVATE LIMITED
Check net worth, view reports, track transactions
Check net worth, view valuation reports, review profit and loss statements, and access last 10 transactions. Log in with provided credentials to retrieve financial data and transaction history.
Arkansas Best FCU Mobile App
Arkansas Best Federal Credit Union
Access accounts, transfer funds, view statements
Monitor account balances and transaction history. View statements and set alerts. Transfer funds, pay bills, and perform transactions. Access account details and manage credit and debit accounts securely.
Rickey Advisors
Leonard Rickey Investment Advisors, PLLC
Track investments and financial plan goals.
The app allows users to track investments, access reports, and stay updated on financial plans and goals. Users can view portfolio holdings, account performance, and link outside accounts for a total financial picture.
Skouras Real Estate
Theo Skouras
Get instant property valuations online
Calculate property value instantly using a free online tool. Input details to get an instant valuation. Track mortgage options and relocation costs. Compare market prices and save estimates for future reference.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.