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 81–100 of 1,000 ranked alternatives.
OpenArc Corporate Advisory, LLC
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
Intapp, Inc
Log meeting notes and track data
Access meeting details, log notes, and view a 360-degree overview of all meeting-related data. Link work calendars to sync event information. Edit and save meeting notes directly from the .
Kelly Financial Group Limited Liability Company
Access client info and share documents
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
GEPL CAPITAL PVT LTD
Track trades across multiple markets
Track investments in Indian Equity, Derivatives, Commodities, and Currency markets. View account balances and transaction history. Place trades and manage orders. Receive real-time market data and alerts. Sync with for account updates.
Zinnia Tech Solutions LLC
Access client data on the go.
The app provides mobile access to client data, appointments, and tasks for professionals. Users can manage contacts, schedule meetings, track tasks, record notes, and view insurance and investment details.
Ohio Mutual Insurance Group
Access insurance policy information easily.
The app provides policyholders access to insurance information, documents, and billing management. Users can connect with agents, report claims, and utilize Face ID or Touch ID for login.
ALGOSOFT TECHNOLOGIES LIMITED
Create , send PDFs, track payments
Create professional and bills quickly. Send and share them as PDF. Track status and billing history. Manage estimates, vouchers, bills, and client records.
Jones-Hamilton Co.
Calculate rates, access data, stay informed
Calculate investment application rates using custom calculators. Access product data sheets for application instructions. Retrieve latest news, research, and resources from Jones-Hamilton Co.
The First National Bank of Berlin Inc
Access accounts anytime, anywhere safely.
The app provides access to account balances and activity. Users can deposit checks, transfer funds, pay bills, and manage their debit card.
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
swipejobs, Inc.
Find talent, hire instantly, manage roles
Create shifts and orders anytime with instant access to talent. Track workers in real time and manage hiring processes. Connect with candidates across industries using AI-driven matching.
CriticalPoint Partners LLC
Access content, collaborate, communicate in real-time
Access real-time notifications for content updates and mentions. View, download, comment, search, organize, manage, and upload files to the cloud. Collaborate on projects and communicate with the team.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.