Apps Like Sherman Wealth for iPhone and iPad
View account balances and performance
View account balances, performance metrics, and transaction statements. Access detailed reports and portfolio summaries. Set up recurring transactions and schedule bill payments. Receive real-time notifications for account activity.
Sherman Wealth screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
Precision Wealth Strategies
Precision Wealth Strategies, LLC
View account balances and contact your team
View account balances and performance metrics. Contact the Team directly. Access transaction history and send messages for support.
Evercore Wealth & Trust
Evercore Wealth Management, LLC
View account balances and statements
View account balances and statements. Access latest perspectives and upcoming events. Log in with existing online credentials. Check account details and event schedules.
Windsor Wealth
Windsor Wealth Management, Inc.
Check balances and contact your team
Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.
LGE Mobile
LGE Community Credit Union
Deposit checks, view transactions, transfer funds, check
Make check deposits using camera. View transaction history and account balances. Transfer funds between accounts. Pay loans directly. Manage card settings with biometrics. Access statements and send messages.
ENZI Wealth
ENZI WEALTH LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.
Summit Credit Union
Summit Credit Union
Track expenses, save, and invest wisely
Track income and expenses with categorized entries. View transaction history and account balances. Set budget limits and receive alerts. Sync accounts for consolidated financial overview. nd view monthly statements.
Indiana Members CU
Indiana Members Credit Union
Check balances, transfer funds, view transactions, pay
Check balances, view transaction history, transfer funds between accounts, and pay bills directly. Set up recurring payments and receive alerts for account activity.
Paulson Wealth Mobile
PWM LLC
View account performance and track financial goals
View account balances and performance metrics. Access financial goal plans and progress. Receive personalized insights and updates from financial advisors. Adjust investment settings and review portfolio details.
Alero Financial
Corporate America Family Credit Union
View balances and track transactions
Check account balances and transactions. View statements and recent activity. Transfer funds between accounts. Schedule and make bill payments. Send and receive money via Zelle. Deposit checks by photo. Apply for loans. Manage scheduled transfers.
Impact CU Mobile
Impact Credit Union, Inc.
View balances, make payments, transfer funds, track
View account balances and transaction history. Make loan payments and transfer funds between accounts. Schedule bill payments and set up payees. Receive account alerts and access statements. Find branch and ATM locations.
Newrez
Newrez LLC
Manage mortgage payments and view account details
Manage mortgage payments by viewing loan details, payment options, and account balances. Schedule one-time or recurring payments. Download statements and documents. Check loan status and recent activity.
Vio Bank Mobile
Digital Development LLC
Check balances, view statements, make deposits
Check account balances and review recent transactions. Transfer funds between accounts. Deposit checks remotely. Access statements and tax forms electronically.
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.
Shellpoint
Newrez LLC
View loan details, make payments, access documents
Manage mortgage payments and account details. View loan information, recent activity, and payment history. Make one-time or recurring payments. Access statements and documents. Schedule payments and track pending transactions.
Knoxville TVA Employees CU
Knoxville TVA Employees Credit Union
View balances, track transactions, set alerts
View real-time balances, transaction history, and statements. Customize alerts for spending and deposits. Control card status to turn cards on or off. Add cards to digital wallets and third-party cash apps. Set up recurring transfers.
STAR Bank Mobile
Star Financial Bank
Check balances, transfer funds, view transactions
Check balances and view transaction history in real time. Track pending transactions and manage fund transfers with creation, approval, cancellation, or viewing options. Send and receive secure messages. Access branch hours and locations.
PassportWM
Passport Wealth Management LLC
View account info and contact support
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages and schedule appointments. Request account changes and download statements.
Ameriprise Financial
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.