Lutz Financial app icon

Apps Like Lutz Financial for iPhone and iPad

by Lutz Financial Services, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Lutz Financial screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Ameriprise Financial app icon

    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.

    ★ 4.936,692 ratingsFinanceFreeData updated 2026-09-08
  2. Edward Jones app icon

    Edward Jones

    Edward D. Jones & Co., L.P.

    View accounts and track performance

    View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.

    ★ 4.8139,128 ratingsFinanceFreeData updated 2026-09-08
  1. Yahoo Finance: Stocks, Markets app icon

    Yahoo Finance: Stocks, Markets

    Yahoo Inc.

    Track , get alerts, and view real-time

    Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.

    ★ 4.8625,609 ratingsFinanceFreeData updated 2026-09-08
  2. Bread Financial app icon

    Bread Financial

    Bread Financial Holdings, Inc.

    Access accounts and manage credit cards

    Manage credit card accounts with access to payment features, reward redemption, and transaction history. View balances and transaction details. Log in using existing credentials. Track spending and manage multiple card accounts.

    ★ 4.8165,510 ratingsFinanceFreeData updated 2026-09-10
  3. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
  4. Smart Financial Mobile app icon

    Smart Financial Mobile

    Smart Financial Credit Union

    Access accounts, manage transactions, transfer funds, pay

    Access account information anytime and anywhere. Manage transactions and view activity logs. Transfer funds, pay bills, and deposit checks by photo. Locate nearby ATMs and contact customer support. Receive alerts and view statements on tablets.

    ★ 4.815,247 ratingsFinanceFreeData updated 2026-09-08
  5. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View 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.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  6. Wescom Financial Mobile app icon

    Wescom Financial Mobile

    Wescom Resources Group

    Manage accounts, make payments, deposit checks

    Manage accounts and cards, deposit checks, and make payments. View balances, transfer funds, and set alerts. Access profile settings for security and account management. Use Zelle® for instant payments.

    ★ 4.824,693 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.