Apps Like Stifel Wealth Tracker for iPhone and iPad
Stifel Wealth Tracker screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Bank of America Mobile Banking
Bank of America
View balances, track activity, manage alerts
View account balances and review transaction history. Activate or replace credit and debit cards. Set alerts for account activity. Transfer funds between accounts and pay bills securely. Send and receive money via Zelle using a U.S.
Northwestern Mutual
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
View accounts, track performance, pay premiums
View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.
Firstmark Credit Union
Firstmark Credit Union
View balances and track transactions
Secure login with biometric authentication. View account balances and transaction history. Transfer funds between accounts. Pay bills and link external accounts. Deposit checks via mobile. Access electronic statements.
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.
WealthPlus Net Worth
Andrew Little
Track net with custom categories
Track net across categories like banking, investments, and loans. Add custom categories and view trends with detailed charts. Compare current net to previous months. Set savings and investment goals. Secure financial data stays on the device.
USALLIANCE FCU
USAlliance Federal Credit Union
Check balances, view history, pay bills, deposit
Check account balances and view transaction history. Pay bills and deposit checks by photo. Access free monthly credit score. Manage loans and credit cards. Receive account alerts and security features.
NET Credit Union
NET Federal Credit Union
Access accounts and manage balances
Access your financial accounts securely with real-time balance checks and transaction reviews. Deposit checks, transfer funds, and manage alerts. Pay bills and locate ATMs. Use biometric login for secure access.
Pennyworth Expense Tracker App
Jack Xuan
Track expenses, set goals, manage budgets
Track expenses, create budgets, and set financial goals. View spending reports and charts. Monitor progress toward savings targets. Manage multiple accounts and categorize transactions. Receive alerts for budget limits. Sync data across devices.
LPL Account View
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
IDFC FIRST Bank: MobileBanking
IDFC Bank Limited
Swipe to manage accounts and cards
View account balances and manage credit card and debit card details with one swipe. Make secure payments and UPI transfers. Pay bills and send money instantly.
Blossom: Portfolio Tracker
Blossom Social Inc.
Track stocks, ETFs, and dividends
Track stocks, ETFs, and dividends with real-time data. Follow investor portfolios and compare performance. Learn investment strategies through educational content. Set alerts for price changes and market news. Share insights with the community.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.