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.
Apps Like BlackDiamond WM for iPhone and iPad
View account info, check balances, contact advisor
View account details and balances. Access planning tools for financial goals. Contact advisors directly through the . Send and receive money securely. Manage transactions and set up alerts.
BlackDiamond WM screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Dominion Wealth
Dominion Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Access real-time transaction history and send secure messages for support.
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.
PWP Portal
Performance Wealth Partners, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send and receive messages for account inquiries. Access transaction history and manage account settings.
One+One Wealth
One Plus One Wealth Management
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send and receive messages for account-related inquiries.
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.
Ritholtz Wealth Mobile
Ritholtz Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances in real time. Send messages to advisors for support. Access transaction history and account statements. Set up notifications for account activity.
Townsend Portal
Townsend & Associates Inc.
View account info, check balances, contact advisor
View account details and balances in real time. Access transaction history and send messages to advisors. Receive notifications for account updates and activity alerts.
Johnson and White
Johnson and White Wealth Management, LLC.
View account info, check balances, contact advisor
View account balances and transaction history. Contact advisors directly through the . Access investment statements and portfolio details. Send secure messages and schedule appointments. Manage account settings and notifications.
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.
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.
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.
PFW Advisors
PFW Advisors LLC
View account info, check balances, contact advisor
View account details and balances. Contact directly through the . Access transaction history and manage account settings. Send secure messages and request support.
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.
Regions Mobile
Regions Financial
Manage accounts, track balances, transfer funds, deposit
Check account balances and search up to 18 months of transactions. Manage cards and set alerts. Transfer funds between accounts, make deposits, and send money via Zelle. Log in with biometric ID and use LockIt® to protect cards.
Old National Mobile
Old National Bancorp
Check balances, transfer funds, pay bills, locate
Check account balances, transfer funds, and pay bills directly. Locate nearby branches and ATMs. Contact customer support. Set transaction alerts and manage account settings securely.
Canvas Credit Union
Canvas Credit Union
Check balances, deposit checks, track spending, apply
Check account balances, track spending, and set savings goals. Deposit checks via photo. Apply for loans and manage transactions. Access financial wellness tools and resources.
Service CU Mobile Banking
Service Credit Union
Check balances and transfer funds
Check balances, transfer funds, and pay bills. Deposit checks remotely and add bill payees. View account details and locate ATMs and branches. Set alerts and manage transactions securely.
Prosperity Mobile Banking
Prosperity Bank
Check balances and make transfers
Check account balances and view recent transactions by date, amount, or check number. Transfer funds between accounts, pay bills, and deposit checks via photo. Find branch locations and manage payments through the .
Campus Federal Credit Union
CAMPUS FEDERAL CREDIT UNION INC
Check balances, pay bills, transfer funds, make
Check account balances, pay bills, transfer funds, and make payments. Set up alerts and manage transactions remotely. View transaction history and access account details securely.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.