Best apps like Inflows

8+ similar apps compared and reviewed

4.7 avg rating
8 free apps
Updated July 2026
Inflows
Inflows
Essayas Investments, LLC

Inflows is great, but it's not the only option. Explore 8+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Inflows

Redtail CRM#1

Redtail CRM by Redtail Technology, Inc.

Editor's Choice
💼 Business
4.6😐(675 ratings)
Free
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Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

What We Love

  • 🚀 Easy to use
  • 🔒 Secure
  • 👍 Convenient for on-the-go work
  • 👍 Logical and helpful system

Room to Improve

  • 🐛 App never works or crashes constantly
  • 🐛 Calendar won't load or sync properly
  • 🐛 Difficult to complete tasks with notes

More apps like Inflows

4
Zocks
Zocks
Zocks
by Zocks Communications, Inc.
Free

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording
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5
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
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6
Future Proof Citywide
Future Proof Citywide
Future Proof Citywide
by Advisor Circle Incorporated
Free
💼 Business
(0)
7
Envestnet Elevate
Envestnet Elevate
Envestnet Elevate
by Envestnet Financial Technologies, Inc.
Free

This event app connects wealth management professionals for networking, training, and insights. Access your personalized agenda, browse profiles, participate in live sessions, and connect with other attendees. It's designed for registered participants of the Envestnet Elevate conference.

Personalized event agendaSpeaker and attendee profilesLive Q&A and polling
💼 Business
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8
Markets Group
Markets Group
Markets Group
by MARKETS GROUP US LLC
Free

This app connects professionals in the investment management industry through in-person and virtual forums. It facilitates networking, education, and business development opportunities for managers and investors.

1-on-1 NetworkingAttendee ChatPersonalized Agenda
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