Best CFO Alliance Apps

Alliance Banks

by Alliance Bank (MN)

Free

Manage your finances on the go with this mobile banking application. Check account balances, review recent transactions, pay bills, and transfer funds between your accounts securely. It's designed for existing customers to access essential banking services from their Apple devices.

PitchBook Mobile

VC, PE and M&A data

Free

Access comprehensive VC, PE, and M&A data on your mobile device. Stay informed with global capital markets insights, industry news, and collaboration tools. Track financial data, conduct due diligence, and connect with dealmakers from anywhere.

Gartner C-Level Communities

Evanta Community App

Free

Connect with a network of C-level executives to share insights, validate strategies, and solve leadership challenges. Access upcoming and past programs, manage your profile, and engage with peers in exclusive, trusted communities.

RAYYAN EXCHANGE

RAYYAN EX

Free

This app serves as a digital company profile, allowing users to access information about a business. It also facilitates appointment booking, streamlining the process of scheduling meetings or services.

iConnections LLC

The Alts Industry Network

Free

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Crowded Banking

Banking for nonprofits

Free

Manage your group's finances effortlessly with an intuitive online platform. Set up a free digital banking account to consolidate payments and expenses, freeing up your time to focus on your group's mission.

AFCDealer

by Automotive Finance Corporation

Free

Manage your automotive business on the go with this dealer mobile application. Conduct transactions, verify units, and access financial information like credit availability and payment receipts anytime, anywhere.

Slash Banking

Banking for entrepreneurs

Free

This app provides comprehensive banking services for businesses, offering physical and virtual cards, unlimited transfers, and seamless integration with accounting software. Manage multiple business accounts from a single, intuitive interface.

World Financial Group

WFG Events

Free

This app serves as an official guide for World Financial Group events, offering details on agendas, venues, and networking opportunities. It helps attendees maximize their event experience by providing essential information in one place.

Accounting Quiz Game

by TSAPlay, LLC

Free

Test your accounting knowledge with nearly 700 unique questions covering a wide range of topics. Learn finance concepts in a fun and engaging way, with options to unlock specific topics or the entire content. Ideal for exam preparation and professional skill enhancement.

DealForce

by Generational Equity, LLC

Free

This app connects buyers with private company acquisition opportunities in the lower-middle market. Users can search and filter deals, sign NDAs electronically, and receive deal alerts. It facilitates direct contact with dealmakers and allows sharing of opportunities.

CCH Client Collaboration

Collab with tax professionals

Free

Collaborate with your tax professional on tax returns from any device. Securely upload, sign, and track documents electronically, eliminating the need for printing, mailing, or in-person visits. Streamline your tax season with a convenient and efficient cloud-based platform.

Affinity CRM

AI-first private capital CRM

Free

This platform provides dealmakers with automated insights and technology to manage relationships and close more deals. Its mobile app offers instant access to engagement history and company data, allowing users to manage their pipeline and network effectively.

Synergy FCU

by Synergy Federal Credit Union

Free

Manage your Synergy Federal Credit Union accounts conveniently from your mobile device. Check balances, transfer funds, pay bills, deposit checks, and apply for loans securely and at your convenience.