Best Fundspro Apps

SAP Client Portal

by Strategic Advisory Partners LLC

Free

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.

Basecamp - Project Management

Project & Team Communication

Free

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.

ParmisaK PFM

Personal Financial Manager

Free

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

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.

SS&C GlobeOp

by SS&C Technologies, Inc.

Free

This app provides clients with secure online access to fund data, analytics tools, and real-time documents. It offers interactive charts, graphs, and transaction management for efficient operational oversight.

SAP Business One

by SAP SE

Free

Access your small business's enterprise resource planning system from anywhere. Stay informed with real-time reports, manage sales and service activities, and monitor inventory on the go.

Procurify

by Procurify

Free

This platform streamlines procurement and accounts payable processes for mid-sized businesses. It offers a comprehensive procure-to-pay system, integrating requests, approvals, expenses, and payments to enhance spend control and reduce costs.

Flourish Cash

Invitation-only cash account.

Free

Manage your high-yield cash account with this app, offering competitive APY and elevated FDIC insurance up to $15 million. Easily transfer funds, organize your money with custom buckets, and track financial goals. Invitation required to access.

OnePlan Solutions

by OnePlan Solutions, LLC

Free

This application facilitates the alignment of strategic goals with project execution, ensuring project portfolio management success. It offers team members direct access to project planning and management functionalities.

Project Plan 365

MS Project for iOS

Free

This app offers robust project planning and collaboration features for individuals and teams. It allows users to view, edit, and create Microsoft Project files on iOS devices, supporting various standard views and reports. Seamlessly integrate with cloud storage for easy access and sharing.

Flowlu: CRM & Projects

All-in-one business platform

Free

This all-in-one business platform helps teams and small businesses manage projects, tasks, customer relationships, finances, and team collaboration. It streamlines workflows, improves productivity, and provides insights through analytics, replacing multiple tools with a single solution.

Treasury Navigator Mobile

Manage your company's finances

Free

Manage your company's finances securely and efficiently from your mobile device. Perform transactions, review account history, and manage credit lines anywhere, anytime. Requires prior online user setup and mobile app entitlement.

ERP Coach: Learn SAP

SAP Training & Consultant Tool

Free

Learn SAP from the ground up with over 200 mobile-friendly lessons covering business logic and system foundations. Access a comprehensive SAP library with transaction guides, process flows, and error solutions for daily work. Ideal for beginners and experienced professionals seeking to master SAP.

ANALEC ClientManager

by ANALEC Infotech Private Limited

Free

This app helps brokerage businesses manage client relationships and optimize resource allocation to increase profitability. It captures all client interactions, provides actionable business intelligence, and streamlines tasks like call lists and roadshow management.

Helios - Expense management

Expense reimbursement solution

Free

Streamline business travel and expense management. Connect flights, hotels, and expenses, and automate reimbursement processes. Offers real-time budget control and multi-angle analysis for efficient business management.