Showing 1–20 of 1,000 ranked alternatives.
Fiduciary Trust Company International
Manage accounts and view balances
View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
Union Bank and Trust Company
Manage accounts, view transactions, access funds securely
View account balances and transaction history. Manage multiple accounts in one . Receive alerts for account activity. Transfer funds between accounts. Set up custom alerts for specific transactions. Lock and unlock accounts remotely.
Family Trust FCU
Transfer funds, make payments, find branches
Access account balances and transaction history. Transfer funds between accounts and external institutions. Make loan payments and locate branches or surcharge-free ATMs. Deposit checks via photo. Log in using online credentials.
Wilson Bank and Trust
Aggregate accounts, track balances, manage budgets
View all financial accounts in one place with real-time balance updates. Transfer funds between accounts, set savings goals, and track spending. Receive alerts for transactions and account activity. Manage bills and view detailed transaction history.
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.
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.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.