Parallel Financial Partners app icon

Apps Like Parallel Financial Partners for iPhone and iPad

by Parallel Financial Partners, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-15

Parallel Financial Partners screenshots

Ranked alternatives

Showing 301–320 of 1,000 ranked alternatives.

  1. tastylive: financial network app icon

    tastylive: financial network

    Tastylive, Inc.

    Track trades, watch live feeds, and stay

    Access real-time market data and analysis. Watch live trading sessions and expert commentary. Receive probabilistic market evaluations and strategy-based insights. Track stock, options, and futures performance. Save and revisit recorded content.

    ★ 4.084 ratingsFinanceFreeData updated 2026-09-09
  2. SUMA Wealth app icon

    SUMA Wealth

    SUMA Wealth, Inc

    Link accounts, track spending, manage investments

    Manage multiple financial accounts, cards, and investments in a single dashboard. Track expenses, set budgets, and receive personalized spending insights. Use AI to identify unused subscriptions and plan major purchases.

    ★ 4.614 ratingsFinanceFreeData updated 2026-09-06
  3. SSWP Client Access app icon

    SSWP Client Access

    SageSpring Wealth Partners, LLC

    View portfolio, download reports, connect with advisor

    View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  4. Atlantic Union Bank Wealth app icon

    Atlantic Union Bank Wealth

    Atlantic Union Bank

    View account details and manage investments

    View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.

    ★ 3.73 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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