Apps Like Springwater Wealth for iPhone and iPad
Springwater Wealth screenshots
Ranked alternatives
Showing 381–400 of 1,000 ranked alternatives.
Legacy Wealth Management Group
Legacy Wealth Management Group, Inc
View accounts, track performance, access data
View portfolio performance data across all financial accounts in one place. Track daily and historical performance metrics. Access detailed account information and performance reports. Stay informed on investment activity and market trends.
CB Waseet
Commercialbank
Access accounts, trade, and monitor portfolio
Manage investment accounts by logging in with e-trade credentials. Check balances, transfer funds, and track account positions. Place buy, sell, amend, cancel, or market orders. Monitor portfolio performance and trade anytime.
JVL Wealth
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
Ritholtz Wealth Mobile
Ritholtz Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances in real time. Send messages to advisors for support. Access transaction history and account statements. Set up notifications for account activity.
PMM Wealth
MBI Investment Advisors, Inc.
Check account details securely
View account balances, transaction history, and investment performance. Access portfolio details and manage assets. Receive secure notifications and alerts. Protect data with encryption and authentication features.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.