Apps Like Avalon Advisors for iPhone and iPad
Avalon Advisors screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Lake City Bank Wealth Access
Lake City Bank
Track balances, view trades, and check holdings
View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.
Chase Mobile®: Bank & Invest
JPMorgan Chase Bank, NA
Track income, spend, and credit score
Manage accounts with activity tracking for checking, savings, credit cards, and loans. Deposit checks via photo. Send and receive money using Zelle. Schedule credit card payments. Monitor credit score and track income and expenses.
First Farmers Wealth Access
First Farmers and Merchants Bank
Aggregate accounts, view balances, track finances
Link accounts from multiple institutions to view consolidated balances and transaction history. Track cash flow and financial trends. Set permissions for data sharing. Receive alerts for account activity.
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.
EFE
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.