Apps Like Springwater Wealth for iPhone and iPad
Springwater Wealth screenshots
Ranked alternatives
Showing 201–220 of 1,000 ranked alternatives.
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
Morgan Stanley Wealth – Tablet
Morgan Stanley
Manage finances from virtually anywhere online.
The app allows users to manage accounts, deposit checks, transfer money, and access documents. Users can view balances, activity, and holdings, and update profile information.
First National Bank of KY
The First National Bank of Carrollton
Manage accounts anytime anywhere securely.
The app provides secure mobile access to user accounts. Users can manage their money and receive customizable account activity alerts from their mobile device.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Farmers Savings Bank WI
Farmers Savings Bank, WI
View balances, check history, send money
View account balances and check transaction history. Pay bills and send money via Zelle. Transfer funds between accounts. Locate nearby branches and ATMs. Make mobile deposits using the phone's camera.
BKM Wealth
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.