Apps Like Avantax Advised for iPhone and iPad
Avantax Advised screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Discover Mobile
Discover Financial Services
Manage accounts, view balance, make payments, edit
Manage credit card and bank accounts with account balance checks, payment scheduling, and payment edits. Add cards to Apple Pay, track rewards, and access account details. Log in using a 4-digit passcode or biometric authentication.
Fifth Third: 53 Mobile Banking
FifthThird Bank
Access accounts, deposit checks, pay bills, transfer
Access accounts, deposit checks, view transactions, pay bills, and transfer funds. Check account history up to six months and credit card pending transactions. Locate ATMs and branches. View two years of statement history.
Edward Jones
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Amazon Store Card
Synchrony Financial
Pay bills and view account activity
Manage your or Secured by paying bills, accessing statements, and reviewing account activity with transaction details. View rewards points, set alerts, and check your credit score. Edit your profile and request a credit line increase.
MySynchrony
Synchrony Financial
Manage credit cards and payments securely
Manage credit card accounts with secure login via biometric authentication. Schedule payments, check balances and credit limits, review transactions and payment history, view statements, and manage statement delivery preferences.
CoinCap
ShapeShift AG
Track crypto prices and manage portfolios
Track cryptocurrency holdings with Altfolios to monitor price changes and real-time value. View market data without requiring an account. Update holdings and check prices instantly.
Imprint App
Imprint Payments, Inc.
Earn rewards for every purchase
Apply for a credit card through the or website. Earn rewards on purchases, with additional points at preferred brands. Manage card details, view statements, make payments, and track rewards all within the .
Firstmark Credit Union
Firstmark Credit Union
View balances and track transactions
Secure login with biometric authentication. View account balances and transaction history. Transfer funds between accounts. Pay bills and link external accounts. Deposit checks via mobile. Access electronic statements.
MLS-Touch
Logiciel Prospect inc.
View listings, manage leads, track clients
Access listings with property search by address and location. View hotsheet activity and market stats. Retrieve full listing details including property history and exclusive agent information. Use tools to manage leads and client interactions.
Benefits by WEX
WEX, Inc.
Check balances and view details
Check balances and view details for benefit accounts. Log in with existing credentials. Access real-time account information. Navigate securely to account details. No sensitive data is stored on the device.
My Stocks Portfolio & Market
Peeksoft LLC
Track , funds, and currencies in real
Track stock portfolios with performance metrics including realized and unrealized gains, daily and total changes, and annualized gains. View pie charts for allocation. Manage multiple portfolios across different stock markets.
Shareworks
Morgan Stanley
Track shares, manage portfolio, exercise options
Manage and forecast your portfolio. Track past and future events. View transaction history and employee stock purchase plan holdings. Sell or transfer shares. Exercise options. Take action on restricted stock awards.
Navigant Credit Union
Navigant Credit Union
Check balances and make transfers
Check balances, make transfers, deposit checks, and view electronic statements. Pay bills, send money to individuals or institutions. Control cards by monitoring spending, turning them on/off, setting alerts, and adding travel plans.
EFE
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
One Step GPS: Live Tracking
The Transportation Corporation
Manage fleet location and driver activity
View vehicle locations and history trails on a map. Check vehicle details in list format. Control fleet operations remotely. Manage driver activity and vehicle status from a mobile device.
CentreSuite Mobile
Total System Services, Inc.
Manage cards, view statements, track expenses
Track expenses, view card statements, and manage spending limits. Set spending alerts and receive notifications. Administrators can monitor cardholder activity, approve transactions, and provide support remotely.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.