Avantax Advised app icon

Apps Like Avantax Advised for iPhone and iPad

by Honkamp Krueger Financial Services, Inc.★ 4.73 ratingsFinanceFreeData updated 2026-09-10

Avantax Advised screenshots

Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. Reimbursement by WEX app icon

    Reimbursement by WEX

    WEX, Inc.

    Track balances and view account details

    Track benefit account balances and details with real-time access. View account information securely using existing login credentials. Enable Touch ID for authentication. No sensitive data is stored on the device.

    ★ 4.4225 ratingsFinanceFreeData updated 2026-09-06
  2. myMERS app icon

    myMERS

    Alerus Financial Corporation

    Check balances and view performance graphs

    Check account balances and investment performance. Receive alerts and view contribution history. Download statements and monitor loan data. Access personal rates of return and investment information securely. Log in using existing credentials.

    ★ 4.2173 ratingsFinanceFreeData updated 2026-09-06
  1. SEI Connect - Investor app icon

    SEI Connect - Investor

    SEI Investments Management Corporation

    Access accounts with biometrics

    Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.

    ★ 4.224 ratingsFinanceFreeData updated 2026-09-06
  2. CIBC Mobile Wealth app icon

    CIBC Mobile Wealth

    Canadian Imperial Bank of Commerce

    Monitor investments and trade on the go.

    The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.

    ★ 3.9138 ratingsFinanceFreeData updated 2026-09-20
  3. Perennial Bank app icon

    Perennial Bank

    Perennial Bank

    View balances, transfer funds, pay bills, track

    View account balances, transfer funds between accounts, and pay bills. Access check images and debit card activity. Receive notifications and view statements and loan history. Deposit cash using mobile capture.

    ★ 4.8136 ratingsFinanceFreeData updated 2026-09-15
  4. Parke Bank app icon

    Parke Bank

    Parke Bank

    Check balances and manage accounts

    Check account balances using fingerprint login. View transaction details and current balances. Transfer funds internally or externally. Access account information anytime. Set up security alerts and manage account settings.

    ★ 4.7132 ratingsFinanceFreeData updated 2026-09-06
  5. Bernstein Private Wealth app icon

    Bernstein Private Wealth

    AllianceBernstein L.P.

    Access account balances and transfer funds

    Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.

    ★ 4.258 ratingsFinanceFreeData updated 2026-09-12
  6. Westpac Share Trading app icon

    Westpac Share Trading

    Westpac Banking Corporation

    Place orders and track trades

    Place buy and sell orders, manage orders, and view live stock quotes, charts, and news. Create and edit watchlists. Track portfolio holdings and cash balance. Set login security with PIN, Touch ID, or Face ID. Receive free stock alerts.

    ★ 4.6111 ratingsFinanceFreeData updated 2026-09-09
  7. mBoB app icon

    mBoB

    Bank of Bhutan Limited

    ★ 3.870 ratingsFinanceFreeData updated 2026-09-12
  8. Order List - Quote app icon

    Order List - Quote

    EONSOFT

    Generate orders and track purchases

    Create and manage purchase orders, invoices, and quotations. Input item details, quantities, and prices. Calculate totals and generate lists. Share documents with customers or sales teams. Track purchase history and view transaction summaries.

    ★ 4.783 ratingsBusinessFreeData updated 2026-09-09
  9. FlexPro by KBA app icon

    FlexPro by KBA

    KEY BENEFIT ADMINISTRATORS INC

    Check balances and view details

    Check balances and account details for HSA, HRA, and FSA health benefits. View transaction history and account summaries. Access real-time information and manage benefits securely through a simple login process.

    ★ 4.8103 ratingsFinanceFreeData updated 2026-09-06
  10. Citi Private Bank In View app icon

    Citi Private Bank In View

    Citibank, N.A.

    Digital banking for private clients.

    The app provides Citi Private Bank clients with a digital banking experience. It offers a comprehensive view of accounts, allowing exploration of portfolios, analysis of metrics, and access to publications.

    ★ 4.892 ratingsFinanceFreeData updated 2026-09-16

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.