Best apps like SAI eQuipt

0.0(0 ratings)

Free

Jefferies Wealth Management by Jefferies LLC

Strong Contender

5.0(1 ratings)

Free

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Manage your financial profile and access account information like balances, holdings, and activity. This app provides full features of the desktop version for anytime, anywhere access to your NetXInvestor account.

Snowden Lane Partners Mobile by Snowden Account Service LLC

Worth Considering

by Alterna Securities, Inc

3.7(6 ratings)

Free

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Access your financial portfolio and account information on the go. View balances, holdings, transaction history, and place trades if enabled by your institution. Stay connected to your investments from your Apple device.

More apps like SAI eQuipt

Alterna Securities

Secure brokerage account accessInvestment portfolio managementMobile check deposit

Manage your investment portfolio securely on the go. Deposit checks, access market information, and stay connected to your brokerage accounts anytime, anywhere. Optimized for mobile, it brings desktop features to your fingertips.

(1)

Stephens Access

by Stephens Inc.

Secure brokerage account accessInvestment portfolio managementMobile check deposit

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Insigneo Connect

by Insigneo Connect

Account balances and holdingsTransaction historyOrder status tracking

Manage your investments and financial portfolio on the go. Access account information, view real-time quotes, and place trades for equities and mutual funds directly from your iPhone or iPad.

(2)

by Watani Investment Company K.S.C.C

NBK Brokerage - US

Order entry for equities and optionsOrder status trackingAccount balances and holdings

Access US capital markets directly through your brokerage account. Track, buy, and sell on global markets with features like order entry, status tracking, and detailed account information.

(16)

by Davenport & Company LLC

Davenport Mobile

Account activity monitoringView account balancesCheck account holdings

Monitor your investment accounts from anywhere with this mobile app. View balances, holdings, and order status. Deposit checks directly from your device.

(22)

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)

My-Wealth

by Fintso

Seamless investment transactionsComprehensive portfolio viewInvestment tracking via eCAS upload

This app provides comprehensive investment and financial planning tools. Manage your entire portfolio, track various asset types, and plan for future goals with personalized tools and alerts.

(23)