Best apps like Finextra Pro

10+ similar apps compared and reviewed

4.0 avg rating
10 free apps
Updated July 2026

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

Communify App#2

Communify App by JBI Holdings

Unifying market & client data
Strong Contender
💰 Finance
5.0(4 ratings)
Free
Communify App screenshot 1
Communify App screenshot 2
Communify App screenshot 3

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.

More apps like Finextra Pro

4
Coutts Mobile
Coutts Mobile
Coutts Mobile
by COUTTS & COMPANY
Free

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.

View and manage accounts onlineMake Faster, CHAPS, and International paymentsTransfer money between accounts
💰 Finance
(8)
free
5
Jump AI
Jump AI
Jump AI
AI for wealth managers
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.

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations
💰 Finance
(1.1K)
freemium
6
FactSet
FactSet
FactSet
Financial Data and News
Free

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.

Portfolio monitoringWatchlist managementReal-time market data
💰 Finance
(233)
subscription
7
Dime Business Mobile - Token
Dime Business Mobile - Token
Dime Business Mobile - Token
Business Mobile Authenticator
Free

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

Multifactor authenticationBusiness online banking securitySecure token solution
💰 Finance
(4)
free
8
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
Free

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.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting
💰 Finance
(24)
free
9
PURE Insurance
PURE Insurance
PURE Insurance
Exclusively for PURE members.
Free

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.

Submit and track claimsAccess policies and auto ID cardsPay bills
💰 Finance
(3.1K)
free
10
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
by The Charles Schwab Corporation
Free

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.

Remote client account managementView account balances and positionsTrack submitted request statuses
💰 Finance
(37)
free