Best Portfolio Management Profi Apps

AmbiFi

by AmbiFi Inc.

Free

Empower knowledge workers in industries like healthcare and manufacturing to create and deploy interactive content and experiences. This cloud-native solution supports touch, voice, and rich media across devices for seamless knowledge sharing and custom app creation.

Scout: Safety Intelligence

Capture every safety report

Free

This app allows teams to quickly capture safety incidents, near misses, and observations through typing, dictation, or photos. It works offline and ensures reports are confidential and trackable, designed for use in demanding work environments.

Canopy

Accounting Practice Software

Free

Manage your accounting practice and clients from anywhere with this mobile app. Access client information, files, and manage projects, tasks, and billing on the go. Securely handle sensitive data with advanced mobile security features.

Casberi

One app for your things

Free

Consolidate all your digital accounts and information into a single, private feed. Track payments, messages, workouts, and more without any servers or tracking. Explore a demo or connect your own apps for a unified view of your digital life.

Mitti (by SafetyCulture)

Conduct inspections and audit

Free

This operations platform empowers teams to conduct inspections, audits, and training with digital checklists and customizable forms. It streamlines issue resolution, asset management, and reporting, helping organizations improve safety and efficiency.

Super Productivity

ToDo List & Time Tracker

Free

This app helps you plan, focus, and complete your work with a to-do list, time tracker, and integrations. It offers features for deep work, privacy, and seamless connection with project management tools.

Procyon

by Procyon Partners, LLC

Free

Access your financial accounts, portfolio data, and important documents securely. Learn about wealth management services and connect with your advisory team. Designed for both existing clients and those interested in becoming one.

Wrk Receipts

Workplace Documentation

Free

This app helps employees document workplace events in real-time using text, audio, or photos. It provides AI-powered guidance to prepare for HR or legal conversations, offering summaries and drafts of your records. Protect your career by logging your work experiences and understanding your options.

SynkedUP

Time & Project Tracking

Free

Streamline project management with automated job pricing, scheduling, and time tracking. Generate reports, run payroll, and invoice clients effortlessly. Stay informed about your team's progress and customer updates.

Benchmark Gensuite®

My EHS/Q Sustainability ESG

Free

This app provides mobile access to EHS, Sustainability, Quality, and ESG reporting and management tools. It allows users to conduct audits, manage corrective actions, and gather real-time data from anywhere, even offline. Features include photo attachments with drawing, QR code scanning, and voice-to-text input for enhanced efficiency.

Royal Touch APP

Client Portfolio Management

Free

Manage your client portfolios with this dedicated application. Track investments and financial data efficiently. Designed for financial professionals to oversee client assets.

Qount Client Portal

by QountHQ Inc.

Free

This app facilitates secure communication and real-time updates between accounting firms and their clients. It allows for direct messaging, information requests, and mobile notifications to streamline collaboration and provide insights into ongoing work.