Client View app icon

Apps Like Client View for iPhone and iPad

by Aon Corporation★ 0.00 ratingsBusinessFreeData updated 2026-09-09

Client View screenshots

Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. Stock Market Wall app icon

    Stock Market Wall

    Excelsis

    Track prices across devices

    View real-time quotes and charts with pre- and after-hours data. Switch between tiled mode for multiple quotes and list mode for intra-day trends and news. Sync across devices using iCloud.

    ★ 4.6185 ratingsFinanceFreeData updated 2026-09-09
  1. MoneyWiz 2026 Personal Finance app icon

    MoneyWiz 2026 Personal Finance

    SILVERWIZ LLC

    Track accounts, loans, and crypto securely

    Track bank and credit accounts, loans, and debts. Set budgets and financial goals. Monitor bills and subscriptions. Manage investments and cryptocurrency. Automatically sync transactions from banks. Backup data to the cloud.

    ★ 4.62,039 ratingsFinanceFreeData updated 2026-09-06
  2. uSign - Sign Documents app icon

    uSign - Sign Documents

    Hendrych Kowalski

    And send instantly

    And send with e-signature support. Import or scan files, edit forms, and create custom signatures. Share as PDF or JPG. View document history and manage signing requests.

    ★ 4.846 ratingsProductivityFreeData updated 2026-09-06
  3. SVTPortal app icon

    SVTPortal

    Allan E Soto Rodriguez

    Manage service calls and track appointments

    Manage service calls and track appointments with real-time updates and photo uploads for documentation. Request time off and report workplace accidents. Administrators create service calls, manage client data, and monitor employee activity.

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  4. LPL Account View app icon

    LPL Account View

    LPL FINANCIAL CORPORATION

    Access accounts, track trends, manage goals

    Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.

    ★ 4.41,989 ratingsFinanceFreeData updated 2026-09-06
  5. Bonsai - Track Time & Get Paid app icon

    Bonsai - Track Time & Get Paid

    Bonsai Technologies Inc.

    , create invoices, manage expenses

    With a simple interface. Manage expenses on-the-go. Generate invoices from entries and expenses. View income, expenses, and profit summaries. Integrate with website features for proposals, contracts, and accounting.

    ★ 4.4305 ratingsBusinessFreeData updated 2026-09-06
  6. Wundertask app icon

    Wundertask

    Conker Cloud Innovations Ltd

    Organize tasks, drag and drop, track progress

    Organize tasks into lists and drag them between buckets for prioritization. Set tasks for 'Now', 'Next', or 'This evening'. Sync with calendar on iPad and plan tomorrow today.

    ★ 4.029 ratingsProductivityFreeData updated 2026-09-06
  7. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,020 ratingsFinanceFreeData updated 2026-09-06
  8. Airscout Access app icon

    Airscout Access

    Acre Crop Scouts, LLC

    Investigate issues with geo imagery

    View geo-referenced aerial imagery alongside real-time user location. Mark and annotate specific areas of interest. Save and share observations with team members. Navigate maps and project data while offline.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-08
  9. Private Client Services app icon

    Private Client Services

    The Capital Group Companies Inc.

    Check balances and review assets

    Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.

    ★ 4.410 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.