Best Diversify Altus Conference alternatives: apps like Diversify Altus Conference

0.0(0 ratings)

Free

Jump AI by Accio, Inc.

AI for wealth managers

Strong Contender

4.9(2.1K ratings)

Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

Orion Wealth Management Portal by Orion Advisor Services, LLC.

Worth Considering

3.8(26 ratings)

Free

Orion Wealth Management Portal screenshot 1

Orion Wealth Management Portal screenshot 2

Orion Wealth Management Portal screenshot 3

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Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

More apps like Diversify Altus Conference

LPL Events

by LPL Financial

View program informationAccess event agendasOfficial LPL Financial app

Access detailed program information and agendas for official LPL Financial events. Follow instructions from your announcement email to log in and explore event content.

(10)

by National Financial Services LLC

Wealthscape℠

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

(2.9K)

401GO

401k plan management

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

(16)

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Remote client account managementView account balances and positionsTrack submitted request statuses

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

(44)

A membership unlike any other

Previ

Exclusive membershipSuperior pricingPremium products

Access exclusive deals and superior pricing on a curated selection of premium products. This membership offers a unique way to save on high-quality items.

(55)

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MyRepChat

Compliant Text Messaging

Compliant text messagingClient and colleague communicationConversation retention

This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.

(59)

BILL Spend & Expense (Divvy)

Corporate cards + expense mgt.

Automated expense trackingReal-time budget visibilityPhysical and virtual corporate cards

This app offers a free, automated solution for managing business expenses. It combines corporate cards with software to track spending, provide real-time budget insights, and automate expense recording. It helps businesses stay within budget, manage approvals, and integrate with accounting software.

free with in-app purchases

(30K)