Create retirement funds in minutes
Create and customize application for clients. Generate retirement fund setups quickly. Access investment quotes. Download sales and marketing materials. Share documents securely.
Showing 21–40 of 1,000 ranked alternatives.
Spireon, Inc.
Track assets, manage collateral, and monitor locations
Manage vehicle collateral with real-time tracking and data access. Monitor asset locations, receive alerts, and generate reports. Integrate with Spireon devices for seamless data synchronization and remote management.
Device Magic
Collect data, submit , streamline workflow remotely
Collect field data by filling out digital . Submit information instantly and remotely. Attach photos or documents directly. Streamline workflow with real-time data collection and sharing.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
DaySmart Software, LLC
Manage appointments and track payments
Manage appointments and schedule staff-specific slots. Process payments and send automated text and email reminders. Allow 24/7 bookings via Instagram. Track client history and send appointment confirmations. Generate reports and manage inventory.
Canvas Solutions, Inc.
Create , streamline workflows, digitize processes
Create and customize digital for inspections, invoices, quality control, work orders, scheduling, and safety. Fill out and submit directly from the . Share completed via email or link. Track form submissions and manage data in real time.
Maplewoods Associates Ltd
Edit documents, forms, and fields online
Edit PDF documents with annotations, comments, and form fields. Create and request electronic signatures. Share signed documents securely. Manage contracts with audit trails. and forms directly from the .
GlossGenius, Inc.
Book appointments, process , and manage marketing
Schedule appointments and manage calendars. Create customizable websites. Track clients and send communications. Automate scheduling. Process with chip card readers. Transfer funds on the same day. Run marketing campaigns.
Credence Consultancy Services
Submit required documents instantly
Access and submit DOT required documents such as Driver’s License, Medical Examiner’s Certificate, and Entry Level Driver Training Certificate. Prefill and review digital forms. Sign documents electronically with DocuSign.
2BOOK, INC.
Manage appointments and track client records
Schedule appointments and send reminders. Communicate with clients through messaging. Accept payments and manage transactions. Store and access client records securely. Track treatment history and note contraindications.
Zacks Analyst Watch Inc
Independent investment research on the go.
The app provides access to the Zacks Rank and proprietary research for trading success. It allows users to view stock performance, earnings statements, surprise history, and broker recommendations.
Tap Zapp Software Inc.
Organize data with and scripts
Organize and store accounts, recipes, expenses, and inventory in one secure . Search and access information across devices. Customize and integrate with Siri Shortcuts and scripting.
AppTraining Limited
Create , collect data, organize results
Create custom for surveys, quizzes, and event registrations. Edit with an intuitive interface and access pre-designed templates. Collect and analyze responses in real time. Share via link or email. Export data in multiple formats.
American Family Life Assurance Company of Columbus US
Manage policies, track claims, and communicate securely
File claims for clients, including wellness claims, using a streamlined process. Use the "Similar Claim" feature to quickly file multiple wellness claims. Manage policies and access client information securely.
Contractor Plus, Inc.
Manage jobs, track time, and invoice clients
Create and send itemized estimates with photos for each task. Track job progress and update clients in real time. Manage multiple projects with customizable templates. Generate professional invoices and track payments.
Pixieset Media Inc.
Book clients and send contracts
Book clients and manage appointments through a synced Google calendar. Collect online payments, send contracts and questionnaires, and track projects. Email clients and access all features from a mobile device.
Nexo Capital Inc.
Invest in, trade, and manage assets
Buy and sell cryptocurrencies with real-time price data and order types. Earn interest on holdings. Add funds via card, bank transfer, blockchain, or peer-to-peer. Track portfolio performance and set price alerts.
Zoho Corporation
Create , collect data, generate insights
Create and distribute paperless without coding. Collect and analyze data offline. Generate insights and automate workflows. Share with team members instantly. View and edit responses directly on iPhone and iPad.
Neora, LLC
Share documents and connect with contacts
Share marketing materials and social assets to connect with contacts and team members. Create and distribute corporate-approved content. Access tools for generating buzz and supporting direct engagement efforts.
Bitrix, Inc.
Manage leads and track deals
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
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