Best Spinnaker Client (Legacy) alternatives: apps like Spinnaker Client (Legacy)

5.0(1 ratings)

Free

Manage your finances with a comprehensive dashboard, secure document storage, and interactive reports. This app offers budgeting tools and a clear overview of your financial health, all within a user-friendly interface.

frugl: Budget & Grow by Addison Black

A friendlier way to budget

Strong Contender

5.0(4 ratings)

FreeIn-App Purchases

Compass Wealth Management LLC by Compass Wealth Management LLC

Worth Considering

Keebeck Wealth Management

0.0(0 ratings)

Free

Compass Wealth Management LLC screenshot 1

Compass Wealth Management LLC screenshot 2

More apps like Spinnaker Client (Legacy)

by Keebeck Partners, LLC

Detailed portfolio and analyticsAggregate outside accountsRetirement plan access

Effortlessly monitor your investments and financial picture with next-generation portfolio reporting. Securely aggregate all your financial information in one place, including retirement plans, with advanced planning tools.

(1)

Opal Wealth Advisors Portal

by Opal Wealth Advisors, LLC

Client portal accessFinancial information viewingAdvisor communication

Access your client portal on the go. View your financial information and connect with your advisors. Contact your service team or email for support.

(1)

Farm Credit of NWFL Mobile

by AgFirst Farm Credit Bank

Manage loansAccess line of credit fundsSchedule payments

Manage your loans and access funds from your line of credit with this mobile banking tool. Schedule payments, view billing statements and transaction history, and add co-borrowers. Enhanced login features ensure secure online sessions.

(1)

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Agentic AI for Wealth Managers

Zeplyn AI

AI-powered automated note-takingEnhanced client engagementTime-saving meeting summaries

This AI-powered tool automates note-taking during client meetings for financial advisors. It allows advisors to fully engage with clients while ensuring all critical details are captured and processed. The companion mobile app enables on-the-go recording and management of meeting notes.

(4)

Social Security Calculator App

Retire Smarter

Estimate retirement benefitsOptimize claiming strategiesImpact analysis on monthly income

Estimate and optimize your Social Security retirement benefits. This app provides insights into how different claiming strategies affect your monthly income. It's a rough guide for informational purposes, not professional advice.

(3)

Ticor Title POCKET PROFILE®

by Fidelity National Financial

(0)

by FLOURISH WEALTH MANAGEMENT INC

Flourish Wealth

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

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