Curated apps similar to WealthCounsel, ranked by relevance and user ratings.
Latitude 32 Credit Union
Finance
Latitude 32 CU is your personal financial advocate. It’s fast, secure and makes life easier by empowering you with the tools you need to manage your finances.
Gulf Coast Federal Credit Union (AL)
Finance
Better Banking for the Gulf Coast with Gulf Coast Federal Credit Union’s mobile app. Access your accounts any time you need to and have the ability to perform the transactions or apply for a loan, even open another account! Deposit checks directly into your account with our remote deposit feature.
Manage accounts, deposit checks, transfer funds, pay
Valley Central Savings Bank
Finance
Monitor checking and savings accounts, view mortgage and loan balances, set account alerts, and adjust preferences. Manage cards in-. Deposit checks, transfer funds, pay bills, and enable Touch ID or Face ID for secure access.
View accounts, manage investments, transfer funds, deposit
Raymond James Financial, Inc.
FinanceView 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.
Parkside Financial Bank & Trust
FinanceParkside Financial is your personal financial advocate.
Chat with financial professionals
Citadel Federal Credit Union
FinanceChat with financial professionals for secure communication. Share documents and images during sessions. Review contracts and agreements. Access shared content in real time. Initiate and manage calls from any location.
Manage your Protection Plan accounts
Youth Financial Literacy Foundation
FinanceManage financial health and literacy by accessing Protection Plan products. View account details, track expenses, and set financial goals. Log in to use plan features and receive educational resources.
Aggregate accounts in one secure view
Pathway Bank
FinanceAggregate financial accounts from multiple institutions into one dashboard. Set balance alerts, make payments to individuals or businesses, and transfer funds between accounts. View transaction history and manage budgeting tools.
Track prices, analyze trades, manage account
WIT IT SOLUTIONS LTD
FinanceMonitor account metrics and review trading performance. Access live prices, trend lines, and technical charts. View market sentiment and receive breaking news updates. Analyze performance data and track progress over time.
QApps LLC
Finance■ Master Your Finances Today Experience the transformative power of CashFlow+. Hailed as 'indispensable' by our users, this app is not just about tracking expenses but about mastering sustainable budgeting.
Set alerts, manage accounts, transfer funds
South Coast Bank & Trust
FinanceSet up alerts for balance thresholds. Make payments and pay bills. Transfer funds between accounts. Deposit checks via photo. View and save monthly statements. Locate nearby branches and ATMs. Secure your account with login credentials.
Endeavor Bank
FinanceEndeavor 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
FinanceWith the Intracoastal Bank Mobile Banking App, you can access your account from anywhere, anytime.
View balance, pay bills, transfer funds, deposit
Benchmark Bank
FinanceView 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.
Manage business finances and create an online
EBITDASH, LLC
FinanceManage business finances with expense tracking, sales monitoring, and inventory management. Create and manage an online store free of charge. View reports and sync data across devices. Send invoices and receive payments directly through the .
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.
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