Best Smartpro Client Experience Apps

4.4(7 ratings)

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.

Duo Mobile by Duo Security LLC

Security made simple

Strong Contender

💼 Business

4.9😐(2.3M ratings)

Free

#13in Business

Enhance your online security with two-factor authentication. This app generates passcodes and allows one-tap push notifications for secure logins across various services. Manage authentication for multiple applications and websites easily.

What We Love

👍 Simple and easy to use
🔒 Provides an extra layer of security
🚀 Quick and convenient authentication
🔒 Secure login experience
👍 Straightforward and user-friendly
👍 Easy to set up and use

Room to Improve

🐛 Unreliable notifications and push functionality
🐛 Compatibility issues when changing devices
🐛 Slow and frustrating authentication process
🐛 Confusing and non-intuitive user interface
🐛 Forced use of the app causing inconvenience
🐛 Inability to remove or deactivate the app

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Worth Considering

Payments, Balance & Rewards

2.0(1 ratings)

Free

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

More Smartpro Client Experience apps to explore

Amex

Secure account managementTrack spending and rewardsPay bills and manage balance

Manage your American Express account securely from anywhere. Track spending, view rewards, pay your bill, and discover personalized offers. Enjoy quick, safe access with biometric login and instant alerts for added peace of mind.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

free with in-app purchases

(423K)

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing Black Diamond users who have been granted phone application authorization.

(97)

Private Client Services

Client portal

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

(11)

AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

(75K)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank accountsSchedule vehicle paymentsSmart savings tools

Manage your banking, investments, and auto loans all in one place. Features include smart savings tools, commission-free trading, and free FICO® Score updates. Securely handle all your financial needs on the go.

by Raymond James Financial

View account balances and investment valuesTransfer funds and deposit checksAccess market information

Securely manage your investment portfolio, transfer funds, and deposit checks from your mobile device. Access real-time market information, view account balances, and store important financial documents in a secure vault. Get a quick snapshot or in-depth review of your finances anytime.

(157)

by Diversify Advisor Network

Diversify Client Portal

Morgan Stanley Wealth Mgmt

(0)

by Morgan Stanley

Account managementMobile check depositMoney transfers

Manage your personal finances, deposit checks, transfer money, and access financial documents securely. Monitor account balances, track spending, and trade stocks and ETFs. Connect with your financial advisor and stay updated on market data.

For business professionals

Team chat with groups and channelsCalendar integration with teammate availabilityCall recording and AI summaries

A communication and productivity app designed for business professionals, offering team chat, calendar integration, and advanced calling features. It streamlines client interactions with features like scheduled messages and AI call summaries.

💼 Business

(39)

free with in-app purchases

SMI Private Client

by SMI Advisory Services, LLC

Interactive financial dashboardInvestment performance trackingDocument vault for statements

Manage your finances with this secure and user-friendly mobile app. Track investments, view statements, and connect with your advisor. Get a complete financial overview on an interactive dashboard.

Access and manage your investment portfolio securely from your iPhone or iPad. View comprehensive summaries, detailed analytics, and important financial documents. Customize your experience and stay connected to your financial picture anytime, anywhere.

Comprehensive portfolio viewDetailed analytics dashboardsSecure document access and upload

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

(30)

by Fifth Third Wealth Advisor LLC

FTWA Client Portal App

by National Financial Services LLC

Secure mobile access to brokerage informationMobile check depositView account positions and balances

This app provides financial advisors and brokers with secure mobile access to critical brokerage information. Manage client accounts, view positions and balances, and submit orders on the go. It enhances practice efficiency with features like mobile check deposit and biometric login.

Streamline client interactions and document management for accounting firms. This app centralizes client information, moves communications out of email, and enables clients to access their files independently.

Client information gatheringDocument collectionEmail-free client interactions

by Bragg Client Portal

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with a secure mobile app offering an interactive dashboard, dynamic investment reports, and a document vault for communication with your financial advisor. It provides budgeting tools and a comprehensive view of your financial picture.

(3)