Best Pontera Connect alternatives: apps like Pontera Connect

3.4(7 ratings)

Free

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.

Orion Wealth Management Portal by Orion Advisor Services, LLC.

Strong Contender

3.8(26 ratings)

Free

Orion Wealth Management Portal screenshot 1

Orion Wealth Management Portal screenshot 2

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Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Jump AI by Accio, Inc.

AI for wealth managers

Worth Considering

Wealth management platform

4.9(2.2K ratings)

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.

More apps like Pontera Connect

Addepar

Real-time portfolio dataNet worth trackingPerformance analysis

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

(60)

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.

(59)

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.

(44)

by National Financial Services LLC

Wealthscape℠

Secure mobile access to brokerage informationMobile check depositView account positions and balances

This app provides financial advisors and brokers with secure mobile access to critical brokerage information. Manage client accounts, view positions and balances, and submit orders on the go. It enhances practice efficiency with features like mobile check deposit and biometric login.

(2.9K)

eMoney Client Portal

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

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.

(30)

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing Black Diamond users who have been granted phone application authorization.

(97)

The way money should feel.

Altruist Client

View account balances and returnsTrack transactions and transfersAnalyze investment allocations

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

(1.6K)