Information and tools for consultants.
The app provides OVB consultants with news, colleague contact information, and event reminders. Users can access tools like a barcode reader, calculators, and checklists for managing client data and tasks.
Showing 41–60 of 1,000 ranked alternatives.
Intapp, Inc
Review meetings, log notes, prepare deals
Manage meetings with 360-degree overviews by linking work calendars and syncing events. Log notes and track details directly within the . Review deal progress and prepare for meetings from a single interface.
Envision Healthcare, Inc.
Manage healthcare benefits and accounts
Manage healthcare accounts with real-time balance checks and transaction history. View email alerts and contact administrators via email or phone. Access account details using the same username and password as the desktop version.
OneSource Virtual, Inc.
View accounts, track transactions, submit claims
View account balances and transaction history. Submit reimbursement claims with supporting documents. Fund HSA accounts from linked bank accounts. Receive and review email alerts. Contact administrators via email or phone.
Gonzalo Alvarez Firpi
Record sales, expenses, and payments easily.
The app allows users to record sales and expenses and accept payments on their iPhone, iPod Touch, or iPad. It enables users to email receipts or invoices to customers and track inventory levels.
NirmalBang Securities Private Limited
Track leisure accounts across markets
Track leisure account balances and transactions across Indian Equity, Derivatives, Commodities, and Currency markets. View real-time prices and trade history. Place orders and monitor positions. Receive alerts for market updates and account changes.
Codematics Services
Create invoices and
Create professional PDF invoices and with customizable templates. Add business information, client details, items, and amounts in separate sections. Include company logo, stamp, and signature. Generate receipts with various templates.
Ori Meir
Send invoices, track payments, manage bills
Create and send professional invoices with customizable templates. Track payments and set reminders. Export invoices and receipts. Maintain a client database and view payment history.
Intercap Lending Inc.
Apply for mortgages and compare home prices
Apply for mortgages, get pre-approved, and view qualification details. Compare home prices and mortgage payments. Track loan progress and receive milestone updates. Agents can print pre-approval letters and manage client accounts.
National Life Insurance Company
Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Signal Advisors Insurance LLC
Connect, share, and discuss insights
Connect with financial advisors to share insights, discuss market trends, and explore strategies. Participate in conversations and collaborate on ideas. Access exclusive marketing materials and consumer-facing content.
FactSet Research Systems, Inc.
Information transformed into intelligence now.
The app provides up-to-the-minute market information, news, and research on companies, funds, and indices. Users can access this data on their iPhone, iPod Touch, and iPad.
PinPoint Card, Inc.
Savings and rewards at many merchants.
The app offers a savings and rewards program with a single card. Members receive discounts and rewards at various merchants, earning points for purchases and special occasions.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.