Best Mont B2B alternatives: apps like Mont B2B

Looking for something like Mont B2B? We've analyzed 8+ 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 Mont B2B

DashClass by Cativa Tecnologia e Servicos Digitais

Editor's Choice

0.0(0 ratings)

Free

beFranq by Franq

Strong Contender

0.0(0 ratings)

Free

This tool empowers independent bankers to manage sales, clients, and personal store configurations. Quickly create and share product links for clients or social media, and track sales progress in real-time. Access client lists to offer additional products and generate new revenue.

BTG Pactual Parceiros by BTG Pactual

Worth Considering

by Serafin Tecnologia Financeira Ltda

1.0(1 ratings)

Free

This app allows autonomous agents to monitor client positions and transactions in real-time. It provides tools for security tokens, account selection, market positions, and transaction history for enhanced client service.

More apps like Mont B2B

Dashplan

(0)

by Xp Investimentos Corretora Cambio Titulos Valores Mobiliarios SA

Hub XP

Consolidated client portfolio viewDirect order submission for clientsReal-time client activity notifications

This app provides XP Investimentos financial advisors with essential tools to manage client portfolios, execute trades, and stay informed about client activities. It offers consolidated views of client assets, order submission capabilities, and timely notifications for efficient daily operations.

(65)

free

Safra Invest: para assessores

by Banco Safra SA

Integrated client portfolio viewMarket analysis and exclusive studiesClient prospecting and account opening support

This app provides accredited investment agents with a comprehensive platform for managing client portfolios, accessing market analysis, and prospecting new clients. It offers exclusive courses and content to support professional development and business growth.

(0)

ad-supported

by Azos Tecnologia e Servicos Ltda

Azos Corretor

Client portfolio managementPractical and agile insurance quotingPolicy contracting

This app streamlines the process of selling life insurance for brokers. It offers client management, policy quoting and contracting, and commission tracking, all through a user-friendly interface. Designed to simplify insurance sales and support families in protecting their futures.

(1)

free

by Vista Sistemas de Solucoes em Tecnologia Financeira LTDA

Meu Vista

Dream and plan creationFinancial plan managementTransaction statement

This application helps financial planners and their clients organize income, expenses, investments, and debts. It allows users to create financial plans, track assets and liabilities, and visualize financial health through charts.

(0)

free