Apps Like SFG Mobile for iPhone and iPad
SFG Mobile screenshots
Ranked alternatives
Showing 141–160 of 1,000 ranked alternatives.
First Central State Bank
Ohnward Bancshares, Inc.
Check balances, transfer funds, view transactions
Check balances and account activity anytime. View transaction history and transfer funds between accounts. Access ATM locations and branch hours. One-touch dialing connects to customer support. Receive account messages and alerts.
Woodsfield Savings Mobile
WOODSFIELD SAVINGS BANK INC
Manage accounts, deposit checks, transfer funds, pay
Manage accounts by viewing checking, , mortgage, and loan balances. Set account alerts and adjust preferences. Deposit checks via photo. Make transfers, pay bills, and manage cards directly. Enable Touch ID or Face ID for secure access.
Cornerstone Planning
Cornerstone Planning Group, LLC
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
Holistic Planning+
Uptick Partners, LLC
View portfolios in real time
View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.
Crossroads Bank Mobile App
Crossroads Bank
Access accounts, pay bills, deposit checks, view
View account balances and manage all accounts in one place. Pay bills or friends, transfer funds, and deposit checks by photo. Turn debit card on/off remotely. Locate branches or ATMs. Contact customer service.
Willow Financial
Willow Financial LLC
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
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 .
MyResourceBank Mobile
Resource Bank, National Association
View accounts, track balances, manage transactions
View all Resource Bank accounts in one place. Check balances, transfer funds, and monitor transactions in real time. Set up alerts, manage budgets, and access account statements. Securely deposit checks via photo and control account access remotely.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.