Best OWM Client Portal alternatives: apps like OWM Client Portal

0.0(0 ratings)

Free

Prospera Client Portal by Prospera Financial Services, Inc

Strong Contender

2.0(1 ratings)

Free

Access your financial portfolio data through a streamlined interface. Requires authorization as a Prospera client to log in and view your investment information.

ABBconnect Business by American Business Bank

Worth Considering

3.3(7 ratings)

Free

Manage your business finances on the go with this mobile banking app. Check balances, transfer funds between accounts, pay bills, and deposit checks remotely. Designed for existing American Business Bank online banking customers.

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Monaeo

by Monaeo LLC

Automated travel loggingTrack days in different locationsManage tax exposures

This app automatically tracks your travel days across different locations to help manage tax compliance and defend against audits. It securely logs your trips, providing data for statutory residency, payroll withholding, and more.

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Arta Finance

Wealth for the AI Era

Personalized AI wealth strategiesAccess to investment expertsExclusive private market investments

This platform offers a personalized, tech-driven approach to wealth building, providing access to exclusive investments and expert connections. It features AI-driven strategies, private market access, and transparent pricing for next-gen wealth builders.

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Trust & Will: Estate Planning

Start your trust or will today

Create Wills and TrustsOrganize and track assetsAccess legal documents anywhere

Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.

free with in-app purchases

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Republic: Private Investing

Venture, funds, crypto

Invest in startups, real estate, and video gamesAccess curated investment dealsInvest regardless of experience level

Invest in startups, real estate, and video games with this platform. It offers access to curated deals previously unavailable to most individuals, allowing for portfolio diversification and participation in company growth. Join a global community of investors.

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View TreasuryDirect® Account

TreasuryViewer

View TreasuryDirect® accountBuy and trade treasury bonds commission-freeDetailed financial statistics for various securities

Easily view and manage your TreasuryDirect® securities on your mobile device. Buy and trade treasury bonds commission-free, with detailed financial statistics for various security types. Secure login options ensure your data remains private.

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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.

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subscription