Stifel Wealth Tracker vs Arrive Accounting

Available via mobile, tablet, or any computer, Stifel Wealth Tracker is a powerful free service designed to give you a big-picture view of your financial situation so that you can chart a course for your future. Securely view all your financial information – your investment and retirement accounts, checking and savings accounts, mortgage, student loans and other loans, credit cards, and more – in one place. The software will track your net worth, monitor your progress toward your goals, perform a detailed analysis of your investment portfolio, and illustrate your asset and sector allocations. Additionally, the application can help you better understand your investments through access to research reports from Stifel’s nationally recognized equity research. Best of all, as a Stifel Wealth Tracker user, personal service is only a click away – whenever you have questions or need assistance, Stifel can connect you to a financial advisor in your area.

Arrive is mobile practice management for accounting and CPA firms. Run your day from your phone: see what's due, message clients, handle documents, track time, and take client calls, all in one secure app. WHAT YOU CAN DO Tasks and deadlines: see what's assigned to you, what's due, and what's next, so nothing slips through. Client messaging: message clients and your team in real time. New messages come straight to your phone as notifications. Documents: request documents from clients, review what comes in, and scan paper on the spot with your camera. Time tracking: log billable and non-billable time as you work, with rounding that matches how your firm bills. Calls: make and receive client calls right in the app, using your firm's number. Dashboard: a clear view of your clients, your workload, and your day, the moment you open the app. Arrive keeps client work organized across your whole team, with secure sign-in and Face ID protection. Arrive requires an account with a registered firm.