Apps Like Prudent Client Desk for iPhone and iPad
Prudent Client Desk screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
VectorVest: Stock & Investment
VectorVest, Inc.
Analyze stocks, rank investments, track performance
View rankings based on Value, Safety, and Timing. Get buy/sell signals and analysis. Combine fundamental valuation with technical insights. Track performance and set alerts for price changes. Export reports and share recommendations.
Redwood Credit Union
Redwood Credit Union
Apply loans and compare rates
Access your account by registering in the and logging in with Face ID or Touch ID. View balances, transfer funds, and manage loans. Apply for cards or loans directly. Receive alerts and update personal information securely.
zTenant
Scaled Tech Inc.
Track property condition and submit reports
Create and upload move-in inspection reports to document property condition. nd email a PDF copy of the report. Access and manage inspection records through a secure login.
Autopilot - Investment App
Iris Social Stock App Inc.
Copy trades in real-time
Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.
MyCincinnati®
The Cincinnati Insurance Company
Access policy docs and agency info
Policyholders can access and share policy documents and agency contacts. Enroll drivers in RideWell℠. Find service providers and loss prevention resources. Go paperless. Manage payments, pay bills, and connect with Apple Wallet or Google Pay.
Investor-Portal
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
FBA Flex Benefits
FBA of Syosset, LLC
Manage healthcare accounts and upload claims
Manage healthcare and tax-favored with account balance checks and transaction history. Upload claims and receipts for reimbursement. Receive and view email and SMS alerts. Contact administrators via email or phone.
FBA Mobile
Flexible Benefit Administrators Inc.
Manage benefits, view balances, access account details
Manage healthcare and tax-favored benefit accounts through a customizable interface. View and adjust benefit allocations, track spending, and access account summaries.
Thailand Post Track & Trace
Chatchai Horrungruang
Shipments and manage orders
Shipments with real-time updates and delivery status. View package details, scan tracking codes, and receive notifications. Report issues and provide feedback through the settings.
Portfolio Trader-Stock Tracker
Purescope Pty Ltd
Track stocks and manage your
Track and analyze multiple portfolios with multi-currency support. View Profit & Loss statements and customizable charts. Set up and manage investments. Receive real-time stock data. Sync with Apple Watch for on-the-go monitoring.
Business Templates for Pages
Till-Eugen Koenitzer
Create professional documents
, Keynote, and Numbers offer 100 professional designs. Users can create annual reports, plans, and meeting agendas. include legal documents, brochures, and cards. Customize layouts and export directly to Apple apps.
MyChair: Client Book
J3 Software, LLC
Track clients, appointments, and histories
Track information, appointments, and service histories. Schedule appointments with 15-minute defaults. Search and query data. Send messages and reminders to clients. Sync across devices for real-time updates.
Income Tax Calculator: TaxMode
Sawhney Systems, Inc.
Calculate taxes and plan your deductions
Calculate tax with updated rates and standard deductions. Include seniors’ deductions, SALT itemized deductions, and overtime adjustments. Track tax liabilities and estimate refunds based on current legislation.
Client Access
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.