Divergent Client Portal app icon

Apps Like Divergent Client Portal for iPhone and iPad

by Divergent Planning, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Divergent Client Portal screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  2. iCapital,LLC app icon

    iCapital,LLC

    iCapital, LLC

    View account info, check balances, contact advisor

    View account balances and transaction history. Access portfolio details and performance reports. Send secure messages to your financial advisor. Request account changes or document downloads.

    ★ 4.25 ratingsFinanceFreeData updated 2026-09-09
    App details
  3. Parkshore app icon

    Parkshore

    Parkshore Wealth Management

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Send messages and receive updates on account activity.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-11
    App details
  1. RPWA app icon

    RPWA

    Rise Private Wealth Advisors LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Send secure messages and access transaction history. Manage account settings and notifications.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
    App details
  3. OpenArc Client Portal app icon

    OpenArc Client Portal

    OpenArc Corporate Advisory, LLC

    Access portfolio, download reports, connect with advisor

    Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .

    ★ 5.010 ratingsFinanceFreeData updated 2026-09-06
    App details
  4. ENZI Wealth app icon

    ENZI Wealth

    ENZI WEALTH LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
    App details
  8. Union Bank & Trust Mobile app icon

    Union Bank & Trust Mobile

    Union Bank and Trust Company

    Manage accounts, view transactions, access funds securely

    View account balances and transaction history. Manage multiple accounts in one . Receive alerts for account activity. Transfer funds between accounts. Set up custom alerts for specific transactions. Lock and unlock accounts remotely.

    ★ 4.920,218 ratingsFinanceFreeData updated 2026-09-08
    App details
  12. CJM Wealth Adv. app icon

    CJM Wealth Adv.

    CJM Wealth Advisers, Ltd.

    View account info, check balances, contact advisor

    View account details and balances in real time. Contact your financial advisor directly through the . Send secure messages and request assistance for account-related queries.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-11
    App details
  15. Choice Wealth Advisors app icon

    Choice Wealth Advisors

    Choice Wealth Advisors, LLC

    View account info, check balances, contact advisor

    View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
    App details

How we rank alternatives

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