Best Fundspro Apps

0.0(0 ratings)

Free

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Strong Contender

0.0(0 ratings)

Free

Finance for SAP Business One by Enterpryze

Worth Considering

Lotus Pro Integrated System

0.0(0 ratings)

Free

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More Fundspro apps to explore

Lotus Pro

Programs, Resourcing, Costing

Project Tools for MARIProject

Manage customer and project dataEnter time and travel expensesEdit support tickets

This business management solution helps project-oriented companies streamline operations. It offers features for managing customer and project data, tracking time and expenses, handling support tickets, and approving requests. Users can also generate reports and integrate documents.

Basecamp - Project Management

(1)

free

Project & Team Communication

Centralized project organizationTeam communication toolsTask management

A project management platform designed to simplify team collaboration and project execution. It centralizes all project-related tasks, discussions, and decisions in one intuitive location, reducing complexity and making work more enjoyable.

Smartsheet: Projects & Teams

(21K)

freemium

Task Management & Productivity

Team collaboration on projectsTask and workflow organizationAutomated workflow implementation

This app provides a dynamic workspace for teams to manage projects, automate workflows, and build solutions using no-code tools. Collaborate, organize tasks, and collect information with ease, all from your mobile device. View work status in real-time and adapt to changing conditions.

free with in-app purchases

(120K)

SAP Client Portal

by Strategic Advisory Partners LLC

Wealth management toolsAdvisor collaborationFinancial access

Manage your wealth and connect with your financial advisor through this mobile application. Access essential tools to oversee your finances and facilitate collaboration with your advisor.

For Mutual Fund Distributors

Monthly business performance snapshotInsightful opportunity reports for cross-sellingExpert-led ProStart videos for skill enhancement

This app helps mutual fund distributors manage their business operations efficiently. It provides access to business analytics, client data, and marketing resources to boost productivity and client servicing.

Asana: Work Management

Coordinate work with AI

Team project organizationIndividual task managementMultiple project views (list, board, calendar)

Manage team projects and individual tasks seamlessly. Organize work to clarify responsibilities, deadlines, and priorities. Collaborate with teammates and track progress from anywhere.

free with in-app purchases

(16K)

SAIB PMO

by The Saudi Investment Bank

OneUnited Bank: WiseOne AI

(0)

by OneUnited Bank

Conversational AI for financial advicePersonalized AI-driven insights and alertsAI-driven budgeting

This app offers AI-driven financial insights and management tools. It helps users create budgets, monitor credit, track spending, and achieve financial goals through conversational guidance and personalized alerts.

free with in-app purchases

(10K)

Wealthbox

CRM for Financial Advisors

Client relationship managementContact management with quick actionsRedesigned calendar and task management

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.

Collaborative AI for Projects

Personal Financial Manager

Income and expense trackingFamily member financial managementDebt and loan management

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.