Best Fundspro Apps

Revolut: Send, spend and save

Change the way you money

Free

Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.

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.

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.

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.

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.

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.

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.

SmartPro Client Experience

by SmartPro Financial LLC

Free

Access your complete financial portfolio with this app. View your financial picture and communicate with your advisor through a simple and elegant interface. Designed for authorized clients to manage their investments.

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.

Project Tools

Project Tools for MARIProject

Free

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.

CloudApper

Native client for CloudApper

Free

This platform empowers businesses to create custom software solutions using AI. It offers a comprehensive suite of services including platform licensing, DevOps, dedicated support, and hosting to streamline development and deployment.

Kyte: Cash Flow For Business

Easily Control Expenses Today

Free

Manage your small business finances with this intuitive tool. Track expenses, monitor cash flow, and get alerts for upcoming bills to ensure financial health and avoid late fees.

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.

ProWorkflow

by ProActive Software

Free

Manage projects and track tasks efficiently from your mobile device. This cloud-based solution helps organizations stay organized by tracking progress, assigning tasks, and facilitating team communication. Access quotes and invoices on the go.

Clara: Credit Card & Platform

Business payments and cards

Free

Manage business expenses, issue corporate credit cards, and automate payments from a single digital platform. Features include AI-powered insights, international payments, and seamless ERP integrations for enhanced financial control.

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.