Best STPK alternatives: apps like STPK

Jump AI

AI for wealth managers

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.

EquityZen

Marketplace for Pre-IPO Equity

Free

Access a vast market of pre-IPO companies to invest in or sell shares. This platform offers curated investment opportunities, deep market data, and a streamlined, user-friendly experience for accredited investors.

eMoney Client Portal

eMoney Client Portal

Free

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.

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Free

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.

Plastiq

Manage payables from anywhere

Free

This app simplifies business bill payments, allowing users to create, view, and pay invoices securely from any location. It helps manage cash flow effectively and ensures timely payments, even when away from the office.

FTB Mobile

by Franchise Tax Board

Free

Check the status of your California state income tax refund. Make secure online tax payments directly from your bank account, with options to pay immediately or schedule for the future.

Mutual of Omaha Mortgage

by Mutual Of Omaha

Free

This app provides personalized mortgage solutions and expert guidance to help you navigate the home loan process. It offers customized options, competitive rates, and efficient loan management.