Best apps like Integrity Wealth

0.0(0 ratings)

Free

Liberty Bankers Home Service by Tapp Solutions, LLC

for ABL & AML agents

Strong Contender

5.0(1 ratings)

Free

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This tool helps insurance agents quickly generate quotes for home service policies. It is designed specifically for agents appointed by American Benefit Life and American Monumental Life Insurance Companies.

PlanLink by Spectrum Pension Consultants, Inc.

Worth Considering

Royal Neighbors: Agent Access

4.8(105 ratings)

Free

Quickly enroll in retirement plans and manage your investments. Access loan and withdrawal options, view performance data, and track transaction history securely with biometric authentication.

More apps like Integrity Wealth

by Tapp Solutions, LLC

Obtain quotes with ridersEmail quotes to clientsStart phone interviews

This mobile tool is exclusively for Royal Neighbors agents to manage business on the go. It allows for obtaining quotes, starting interviews, reviewing pending business, and securely submitting documents to underwriting.

(5)

Foresters Financial (IOF)

Foresters Mobile Quote

Life insurance quotesIllustration generationQuote comparisons

This app assists financial advisors in generating life insurance quotes and comparisons for clients. It provides illustrations and reports to help clients understand their coverage options.

(6)

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

(96)

LBL preCHECK

by Tapp Solutions, LLC

(0)

NetX360® Mobile

by Pershing, LLC

Client account managementMarket data and watch listsReal-time alerts and notifications

Conduct critical business operations on the go with a virtual office at your fingertips. Access client accounts, market data, and trading capabilities from anywhere. Stay informed with real-time updates and notifications to support your business.

(75)

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.

(53)

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.

(42)