Best apps like Finextra Pro

Looking for something like Finextra Pro? We've analyzed 10+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to Finextra Pro

PSALM Capital by Psalm Capital

Editor's Choice

0.0(0 ratings)

Free

Communify App by JBI Holdings

Unifying market & client data

Strong Contender

5.0(4 ratings)

Free

Track your private assets and overall net worth across various asset classes. Gain insights with detailed company analysis, top holdings, and all positions to make informed financial decisions.

Communify Pro+ by JBI Holdings

Unifying market & client data

Worth Considering

5.0(1 ratings)

Free

Track your private assets and overall net worth across various asset classes. Gain insights into your top holdings and analyze specific companies to make informed financial decisions.

More apps like Finextra Pro

Coutts Mobile

by COUTTS & COMPANY

View and manage accounts onlineMake Faster, CHAPS, and International paymentsTransfer money between accounts

Manage your accounts online with this app. Make payments, transfer funds, view investments, and send secure messages. It provides flexibility to access your financial information anytime, anywhere.

(8)

FactSet

Financial Data and News

Portfolio monitoringWatchlist managementReal-time market data

Access comprehensive financial data, market research, and real-time news on the go. Monitor portfolios, track securities, and stay updated with breaking alerts. Download documents for offline access to manage investments effectively.

(367)

subscription

Jump AI

AI for wealth managers

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations

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.

(2K)

freemium

Dime Business Mobile - Token

Business Mobile Authenticator

Multifactor authenticationBusiness online banking securitySecure token solution

This app provides multifactor authentication for business online banking. It acts as a secure token to verify your identity when accessing financial accounts.

(4)

eMoney Client Portal

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

(29)

Exclusively for PURE members.

PURE Insurance

Submit and track claimsAccess policies and auto ID cardsPay bills

This app provides PURE insurance members with tools to manage their policies, submit claims, and access exclusive member benefits. It offers features like real-time claim tracking, digital home inspections, and personalized insurance advice.

(3.4K)

Financial planning software

RightCapital

View all financial accounts and investmentsLink external financial accountsTrack expenses with budget module

Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.

(46)