Best Ambwealth Client App

Client Access

by Raymond James Financial, Inc.

Free

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

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.

PocketSuite - Schedule Clients

Bookings, Payments & Messages

Free

This app streamlines client management for service professionals. It offers online booking, secure payments, automated reminders, and marketing tools to attract new business and retain existing clients. Manage your team, track sales, and simplify business operations all in one place.

App Studio: Create an app

for Businesses, Orgs and Teams

Free

Easily create professional mobile web apps for your business, organization, or event without any coding knowledge. Design custom menus, add social feeds, integrate e-commerce, and publish your app.

Ally: Bank, Auto & Invest

The app for all things money

Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Primerica Online

Representative App

Free

This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Contractor+ Invoice & Estimate

CRM, Phone, Pay, Field Service

Free

Streamline your contracting business with tools for creating professional estimates, sending invoices, and managing projects. Offer client financing, track team time and mileage, and collect payments easily. Showcase completed work and gather client reviews to grow your business.

Clients: Your Client Book, CRM

Manage Your Customer Database

Free

Effortlessly store and manage your client data with this simple and beautiful application. Organize customer interactions, make notes, import contacts, and set reminders. Communicate with clients via email, SMS, or direct calls, all from one place.

Private Client Services

Client portal

Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

LifeVantage App

by LifeVantage Corporation

Free

This app provides business-building tools to help you manage contacts, share media, and schedule meetings. It uses machine learning to optimize your business journey and analyze contacts for effective prospecting. Track key business metrics and facilitate customer purchases or enrollments directly from their devices.

Clientbook Retail

clienteling, messaging, crm

Free

This app helps retail sales associates manage customer relationships and communication. It centralizes customer information, tracks follow-ups, and provides a unified messaging system, replacing traditional physical client books. Store management gains insights through a reporting dashboard.

Opco Client Access mobile app

by Oppenheimer & Co. Inc.

Free

Access your Oppenheimer & Co. Inc. account information, view holdings and balances, and review recent activity. Get the latest research, market commentary, and analyst information. Manage your profile and easily contact your financial advisor.

Aven Advisor: Credit Check App

Financial Advisor

Free

This app helps you understand your financial health by checking your credit score, monitoring home equity, and tracking spending. It also provides personalized loan offers and opportunities to win prizes.

VectorVest: Stock & Investment

Market Tracker & Analysis

Free

This app provides daily stock analysis, sorting, and ranking based on value, safety, and timing. It offers proven market timing systems, a dynamic stock screener, and exclusive charts to help users make informed investment decisions.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Public: Invest & Trade

Stocks, Crypto, Options, Bonds

Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.