Apps Like OVB Tools for iPhone and iPad
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.
OVB Tools screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Billing Hours - Time Tracking
Birdsoft LLC
Track time, manage expenses, create invoices.
The app allows users to add and manage timed entries and expense items by client and project. Users can create and email or print custom invoices and generate PDF and CSV reports.
Ameria Mobile Banking
AmeriaBank CJSC
Manage accounts securely and instantly
Check account balances, transfer funds between accounts, and pay bills. View transaction history and set up alerts. Deposit checks via photo and manage account settings. Receive customer support via email.
SEI Connect - Investor
SEI Investments Management Corporation
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Provident Funding Broker
Provident Funding Associates L.P.
Track pipeline and create cases.
The app allows users to lock loans, view and upload required items, and access client information. Users can also price out loans, track their pipeline, and view news and guideline updates.
MD Wealth
MD Wealth Management, LLC
Access accounts, view reports, manage investments
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
fmiAgent Mobile
Financial Markets Inc
Get instant life insurance quotes
Licensed insurance professionals can compare term life and guaranteed universal life quotes from top-rated carriers in 49 states. Use the built-in needs analysis tool to determine appropriate coverage. Contact clients through the 's contact section.
Crestwood Advisors
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
Invoice Maker- Estimate & Bill
Knyaz Harutyunyan
Create invoices, edit details, send payments
Create and edit invoices with customizable templates. Add and manage client information. Customize invoices with logos and business details. Export as PDF for sharing or printing. Track status and manage taxes and discounts.
NueAccount Mobile
SynergyBill, Inc
Manage health accounts and benefits
Manage healthcare and tax-favored benefit accounts through a single . View account balances, access enrollment documents, and update personal information.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.