Apps Like Sanlam Portfolio for iPhone and iPad
Manage portfolios, view products, and make transactions
View account balances and product details. Manage investments and make transactions. Access contracts, statements, and tax documents. Upload and store important files securely.
Sanlam Portfolio screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Truist Mobile
Truist Financial Corporation
Check balances, make payments, and move money
Check balances, view transactions, and manage accounts with detailed statements. Set alerts, order checks, and lock cards remotely. Transfer funds, pay bills, and set spending limits.
Travelers Mobile
The Travelers Indemnity Company
Personal Insurance Mobile Experience Simplified
The app offers Personal Insurance customers a streamlined mobile experience. Users can view and download insurance cards, make payments, manage automatic payments, and access policy documents.
PENNYMAC MOBILE
PennyMac Loan Services, LLC
Manage loan balance and account access
Manage home loans with real-time balance checks and payment tracking. Set automatic or one-time payments. Access statements and documents for paperless viewing. Monitor loan activity and set up recurring payments.
MortgageQuestions
Onity Mortgage Corporation
Access account info and home value data
View account balances and transaction history. Check estimated home values and recent sales in your area. Access account details and neighborhood information through a user-friendly interface.
Edward Jones
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
TaxDome Client Portal
TaxDome LLC
Review documents, chat securely, sign agreements, upload
Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.
MyMerrill
Merrill Lynch
Manage investments and banking accounts easily.
The app allows Merrill clients to manage investment accounts, deposit checks, transfer money, and access market research. Users can view brokerage and linked external accounts, access statements, and receive customizable alerts.
Newrez
Newrez LLC
Manage mortgage payments and view account details
Manage mortgage payments by viewing loan details, payment options, and account balances. Schedule one-time or recurring payments. Download statements and documents. Check loan status and recent activity.
ADP RUN
ADP, Inc
Payroll and HR for small business.
The app offers payroll and HR management for small businesses. It provides features for starting payroll, adding new hires, managing staff, and staying compliant with tax requirements.
Cornerstone Home Lending
Cornerstone Capital Bank, SSB
Make payments and view account details
Manage payments and view payment status. Access escrow details including tax and insurance disbursements. Review all statements and year-end tax documents. Access educational resources like FAQs. Message customer care team.
MetLife US App
MetLife
Manage benefits, register, access info securely
Manage dental benefits by accessing coverage details and claims. Find and book dentist appointments with reviews. Get personalized procedure estimates and view ID card information securely.
Ameriprise Financial
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
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.
CoVantage Credit Union
CoVantage Credit Union
View balances, track transactions, deposit checks, apply
View account balances and transaction history. Access fast balances directly from the login screen. Deposit checks remotely. Apply for loans including cards, autos, powersport, marine, and recreational vehicles.
Via Benefits Accounts
Acclaris Inc
Manage benefit accounts from anywhere easily.
The app allows users to manage HSA, FSA, HRA, and other benefit accounts. Users can submit expenses, track spending, and check balances directly from their mobile device.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.