Curated apps similar to WealthCounsel, ranked by relevance and user ratings.
Endeavor Bank
Finance
Endeavor Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Intracoastal Bank
Finance
With the Intracoastal Bank Mobile Banking App, you can access your account from anywhere, anytime.
View balance, pay bills, transfer funds, deposit
Benchmark Bank
Finance
View account balances and transaction history. Pay bills and deposit checks via photo. Transfer funds between accounts. Locate branches and ATMs. Set up account alerts and manage security settings.
RockPointBank, N.A.
FinanceRockPointBank is your personal financial advocate.
Checks into client accounts
Ameriprise
FinanceFacilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
Aggregate accounts in one place
Community Bank of Oelwein
FinanceAggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set up alerts for account activity. Transfer funds between accounts. Pay bills directly from the .
UNITED CITIZENS BANK & TR CO
FinanceThe United Citizens Bank & Trust mobile app gives you the flexibility and convenience to manage your accounts on the go.
Lakeview Bank
FinanceLakeview Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Gateway Commercial Bank
FinanceGateway Bank Mobile App is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Key Community Bank
FinanceThe Key Community Bank Mobile App is a free mobile decision-support tool that gives you the ability to aggregate all of your financial accounts, including accounts from other financial institutions, into a single, up-to-the-minute view so you can stay organized and make smarter financial decisions.
Plan, , and with confidence
Farther Finance, Inc
FinanceTrack expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.
Manage transactions with tags and notes
Straight View Credit Union
FinanceManage finances with transaction tagging, notes, and receipt photos. Set balance alerts. Send payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo.
CITIZEN SAVING BANK
FinanceThe Citizens Savings Bank Mobile App is a free mobile decision support tool that gives you the ability to aggregate all of your financial accounts, into a single, up-to-the-minute view so you can stay organized and make smarter financial decisions.
Track expenses and manage accounts
IT WAVES
FinanceManage multiple accounts and track expenses with detailed categorization. Search transactions with advanced filters. Export data as PDF or CSV. Secure access with Face ID or biometric authentication. Set budget limits and receive alerts for spending.
Oleg Ponomarev
FinanceПриложение предназначено для учета и анализа собственных финансовых расходов. "Расходы - личный бюджет" это: 1. Возможность быстро добавить трату, никаких лишних действий и переходов между экранами. 2. Предустановленные наиболее часто используемые статьи расходов. 3.
Keltin Enterprises, LLC
FinanceRetirePlan is an iPad app that helps you answer all your questions about your retirement. If you have questions about your retirement finances, this is the app to answer them.
Manage accounts, deposit checks, make transfers, pay
Gouverneur Savings & Loan Association
FinanceMonitor checking and account balances, view mortgage and balances, and set account alerts. Deposit checks by photo, make transfers, and pay bills. Enable Touch ID or Face ID for secure access. Adjust preferences and view balances on the go.
Track loans and view market insights
Intercap Lending Inc.
FinanceManage details in one place. View balances, payment history, and documents. Track progress and access market insights related to values. Submit payments and receive alerts for due dates.
Luminate Bank
FinanceLuminate Bank is your personal financial advocate.
Manage your health plan and ID cards
FALLON COMMUNITY HEALTH PLAN, INC.
FinanceManage health plan details by selecting or changing a primary care provider. View and print ID cards. Check authorization status and deductibles. Access benefit documents, claims statements, and letters.
App information from Apple App Store. WealthCounsel and related trademarks belong to WealthCounsel LLC.