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 121–140 of 1,000 ranked alternatives.
Quick Financial Calculator Pro
TrothMatrix OPC Private Limited
Calculate loans, plan investments, track wealth
Calculate EMIs for home, car, personal, education, and bank loans. Manage multiple loans with interest rate and tenure adjustments. Track wealth creation with investment calculators and planning tools. No internet required.
Vellum Mortgage
Vellum Mortgage LLC
Get approval with real data
Get approval with real payment data and actual terms. Input financial details to receive full approval. View payment schedules and loan estimates without using external calculators.
SGH Wealth Management
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
FineMark Personal Mobile App
Commerce Bank
Banking access from any device.
The app allows users to access accounts, check balances, and review transactions. Users can transfer funds between accounts and pay bills using the mobile application.
GWS&A
Global Wealth Strategies & Associates, LLC
View accounts, track balance, contact advisor
View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.
Opal Wealth Advisors Portal
Opal Wealth Advisors, LLC
Access client and manage accounts
Access client for financial accounts, view portfolio performance, and communicate with . Submit requests, track transactions, and receive account updates directly through the .
PurposePath
PurposePath Capital, LLC
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
Bizportal - ביזפורטל
Trendline Information & Communication Services Ltd
Financial data and tools for investors.
The app provides data on domestic and foreign stock exchanges, including stocks, indices, bonds, funds, and ETFs. It also offers a personal portfolio, calculators, and interactive charts to support investment decisions.
Invoice Maker: Easy Receipts ‧
Mahesh Bansode
Create invoices and send estimates
Create and send professional invoices and estimates quickly. Customize templates, add client details, itemized charges, and payment terms. Generate PDFs and share via email or messaging. Track payments and manage client information within the .
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
My CPA Dashboard
Tareq Salah
Manage client requests and track expenses
Manage client communications and accounting tasks through a centralized . Track invoices, expenses, and deadlines. Schedule appointments and send reminders. Collaborate on documents and share updates in real time.
Invoice maker - Easy Invoice
Avocado Studio Pty Ltd
Create, customize, and send invoices
Create invoices instantly by adding business details, client information, and line items. Export invoices as PDF and share them via email or messaging apps. Customize templates and send professional invoices without technical skills.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.