223+ iOS apps curated and reviewed
Looking for free concurrent client access apps? 20 of our 223+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.
This application allows clients to access portfolio data, view reports and statements, and communicate with their team through a simple interface. To get started, clients should contact their advisor or team member for access assistance.
Access your accounts with ease using our app - securely view balances, manage investments, transfer funds, deposit checks, access market info, view documents, and utilize client tools, all optimized for mobile. Stay on top of your financial portfolio anytime, anywhere.
This app allows clients of firms using TaxDome to easily interact with their accountants, tax professionals, and bookkeepers. Clients can review, approve, upload documents, chat securely, sign documents electronically, complete forms, pay invoices, and more. For a secure and user-friendly experience, utilize FaceID and two-factor authentication. Explore TaxDome with over 3,000 reviews on Capterra!
This personalized portal provides a secure and comprehensive view of your financial life, allowing you to track spending, investments, and goals, while also facilitating communication with your advisor. By using this portal, you can save time, stay organized, and take control of your financial future, exploring various financial topics and gaining valuable insights along the way.
An all-in-one investing application where you can trade options with rebates, earn high APY on a cash account, buy bonds, utilize AI investment analysis, manage portfolios with advanced tools, and access pre-market trading sessions. Take control of your investments and dive deep into financial analysis with ease.
This mobile app allows clients to access their account information on-the-go, providing a secure and comprehensive overview of their investments, transactions, and results. With the app, clients can stay up-to-date on their holdings, view research insights, and easily contact their team, all through a secure and user-friendly portal.
Clientbook is a clienteling and CRM solution for retail stores, allowing sales associates to efficiently track and communicate with clients. It streamlines client management by consolidating follow-ups, message history, preferences, and more in one place, enabling smooth client transitions between associates and providing management with valuable performance insights. Take your client relationships to the next level with Clientbook.
Stay connected with your legal team on-the-go with our user-friendly iOS app! Receive real-time updates, instant messaging, and full mobile access to stay informed and communicate seamlessly with your legal representatives. Download now to enhance your legal journey and never miss an important update about your case!
The application is a powerful all-in-one tool that provides an intelligent browsing experience for work, study, and daily life. It offers a wide range of features, including AI-powered content summarization, translation, and Q&A, as well as a one-stop solution for various life services, such as food ordering, transportation booking, and government affairs. The app also delivers personalized news, entertaining videos, and a vast library of free novels, making it a versatile and indispensable companion for users.
Access your account information on-the-go with this mobile app, featuring account summaries, holdings, balances, and research data. Current users of the Client Access website can start using the app immediately, while others can contact their Financial Advisor for assistance.
Connect easily with your accountant, securely share files and receive financial insights on-the-go with our Accounting Client Portal. Streamline communication, file sharing, and access to financial data for smarter decision-making. Start optimizing your financial management today.
Trade stocks seamlessly with the official Tencent stock trading app. Get real-time updates from global markets, customizable alerts, financial news, and a vibrant community for stock enthusiasts. Join now and stay ahead in the world of trading.
Designed exclusively for stock plan participants with share plans serviced by Morgan Stanley, this app brings desktop platform features to iOS devices, allowing users to view account balances, check award vesting schedules, sell shares, exercise options, and more. Accessible via Face ID or Touch ID, the app provides interactive data visualizations and personalized portfolio views. To experience the convenience of managing stock plans on-the-go, download the app now.
A specialized job seeking platform catering to international students and returnees, offering high-paying positions, professional recruitment services, and personalized career assistance. Connect with top companies, expert recruiters, and access exclusive job opportunities for career advancement. Share feedback and suggestions for a tailored job search experience.
Streamlining accounting practices, the mobile app of this software allows access from anywhere. Users can manage tasks, stay connected with clients, and securely handle files on-the-go. Take control of your tax practice efficiently with this all-in-one solution.
Experience the ultimate shopping excitement with this app that lets you watch live streams and shop at the same time. Features include health tracking, a new short video channel, exploring a new world of shopping, addictive live stream hosts, and exclusive nightly market events. Start exploring now!
An essential accelerator for overseas Chinese and international students, QuickFox provides high-quality access to content for watching shows, listening to music, gaming, live sports, and more in China. With one-click connection to Chinese networks, low latency for popular games, global server coverage, and multi-device support, QuickFox is the top choice for millions of overseas Chinese seeking a seamless connection to China. For more information and to download, visit the official website or contact QuickFox via email or WeChat.
A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.