Compass Savings Bank
Compass Savings Bank
Finance
Compass Bank takes the power and convenience of our Internet Banking Service and puts it into your mobile phone.
Free
Finding alternatives to
Top 20 Alternatives
Curated apps similar to Wealthspire Client Portal, ranked by relevance and user ratings.
Dakota Wealth Management
Dakota Wealth Management, LLC
Finance
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Free
Rhame & Gorrell Wealth
Rhame & Gorrell Wealth Management, LLC
Finance
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Free
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#4 
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
FinanceSecurely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go! Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime.
Free -
#5 
Midwest Financial Partners Inc
Midwest Financial Partner
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Free -
#6 
HDFC Bank SmartWealth
HDFC Bank Ltd
FinanceAccess a wide range of financial solutions with the SmartWealth app. SmartWealth is an all-in-one investment app from HDFC Bank. With the SmartWealth app’s intuitive interface complex investments are now easy.
Free -
#7 
Hohimer Wealth
Hohimer Wealth Management LLC
FinanceThis app provides an intuitive dashboard of your finances, interactive reports, document vault and more- all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete portfolio. • Dynamic reports with current investment information.
Free -
#8 
eMoney Client Portal
eMoney Advisor
FinanceEnjoy a complete and secure view of your financial life with your personalized portal. KEY FEATURES AND BENEFITS: • All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation. • Track Spending and Investments: Stay on top of your...
Free -
#9 
Budgeting app+
Track income, expenses, and savings
Alisa Unzhakova
FinanceTrack income and expenses with visual reports. View spending, income, and savings overview. Input transactions quickly and easily. Analyze spending patterns and savings opportunities.
Free -
#10 
Sanlam Portfolio
Sanlam Life Insurance Limited
FinanceThe Sanlam app provides an overview of all of your Sanlam products. Access key information, manage your portfolio and make transactions right in the app. Documents and paperwork are on-hand, with access to contracts, statements and tax certificates.
Free -
#11 
My William Blair
William Blair & Company, L.L.C.
FinanceThis app provides an intuitive view of your account portfolio value, documents, interactive views, charts, and more at your fingertips - all in a secure and easy-to-use mobile app. Top Features Include: • Mobile-friendly reports with optimized layout and spacing • Improved app navigation to make...
Free -
#12 
iCheckBalance
Sonmbol LLC
FinanceiCheckBalance is an easy to use checkbook app and a bill tracking app in one. + iCheckBalance has a simple spreadsheet like interface that makes reconciling statements a snap. + Transaction rows can be moved up or down to change the sequence to match your bank statement. + New transaction rows...
$1.99 -
#13 
WealthView
Tamarac Inc.
FinanceSee your complete financial picture and interact with your financial advisor using WealthView.
Free -
#14 
Vestor Capital, LLC
Vestor Capital, LLC
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Free -
#15 
Kohmann Bosshard Client Portal
Kohmann Bosshard Financial Services LLC
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Free -
#16 
Fortuna Bank
Fortuna Bank
FinanceDesigned with your needs in mind, our Fortuna Bank Mobile App is here to simplify your banking experience and empower your financial journey. Built to bring your story to life, it offers everything you need to stay connected to your finances – anytime, anywhere.
Free -
#17 
Bragg Client Portal
Bragg Financial Advisors, Inc.
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Free -
#18 
DSP Mutual Fund
DSP ASSET MANAGERS PRIVATE LIMITED
FinanceEmbark on a journey towards smarter MF investing with the DSPMF app- an intuitive companion designed to simplify your investment decisions and help your money fulfil its potential. Intelligent Portfolio Insights: Effortlessly monitor and manage your portfolio through a tailored dashboard and gain...
Free -
#19 
Cedar Point Capital Partners
View financial data and reports
Cedar Point Capital Partners, LLC
FinanceView financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.
Free -
#20 
Daily Budget & Expense
Inn App Ltd
FinanceTake control of your money with a simple and effective tool for personal finance. This app helps you track expenses, monitor income, and stick to your budget. Add transactions in seconds and organize them by category.
Free
App information from Apple App Store. Wealthspire Client Portal and related trademarks belong to Sontag Advisory LLC.