Newport Group
Ascensus Inc
Access retirement accounts quickly and easily.
The app offers participants access to their accounts. It has been rebranded with a new name and logo, maintaining its focus on retirement management.
Apps Like The Baldwin Group for iPhone and iPad
The Baldwin Group screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
The Retirement Planning Group
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Citizens Bank Baldwin AL
Citizens' Bank, Inc.
Bank from anywhere with mobile.
The app allows users to check account balances and recent transactions. Users can transfer funds between accounts, pay bills, manage payees, and submit check deposits using their device's camera.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
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.
SEI Connect - Investor
SEI Investments Management Corporation
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Farther: Invest & Save
Farther Finance, Inc
Plan, , and with confidence
Track 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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.