Showing 1–20 of 1,000 ranked alternatives.
Starburst Labs, Inc.
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Applied Systems Inc.
Instant client data for producers.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
Credit Union of America
View balances, track transactions
View current balances and transactions. Transfer funds between eligible accounts. Pay bills and deposit checks via camera. Manage debit card settings. Receive account and transaction alerts. Locate branches and ATMs.
Centex Axiscare Inc
Clock in, document, and track visits
Caregivers can clock in and out using GPS geofence, document activities like ADLs, record care notes and expenses, track travel and break times, view visit schedules, navigate to client locations, respond to visit requests, obtain digital
Redtail Technology, Inc.
Access contacts, track calendar, manage CRM
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.
Construction Contractor Services, LLC
Login and manage projects instantly
Manage projects and track expenses with unlimited project support and price lock. Access features via phone, tablet, or computer. Set up instantly and use free training. Receive a 100-day money-back guarantee.
Oracle America, Inc.
Access work tasks and manage communications
Access work activities, manage routes, and view activity details. Provide updates, manage inventory, and communicate with peers. Retrieve and execute tasks from a mobile device. Track ongoing communications and manage work-related processes.
eHealth Solutions, Inc
Manage referrals and build relationships.
The app provides tools for long-term and post-acute care providers to manage contacts, meetings, and accounts. Users can track referrals and admissions, and view their agenda on the go.
Austin Board of Realtors
Manage business data and access MLS info
Manage business tasks remotely with property search by address and location. Access MLS listings, track leads, and communicate with clients through integrated portals. View hotsheet activity and manage client interactions directly from the .
Nutshell, Inc.
Sales teams win more deals anywhere.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Ameriprise
Checks into client accounts
Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
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