Team Hewins, LLC app icon

Apps Like Team Hewins, LLC for iPhone and iPad

Track expenses, budget, and secure documents

View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.

by Team Hewins, LLC★ 5.03 ratingsFinanceFreeData updated 2026-09-16
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Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  7. Monarch: Budget & Track Money app icon

    Monarch: Budget & Track Money

    Monarch Money, Inc.

    Expenses, , and share financial goals

    Manage finances by consolidating accounts into one view. spending, set budgets, and monitor progress. Collaborate with partners or financial advisors to plan and achieve financial goals. Receive alerts and notifications for account activity.

    ★ 4.9115,174 ratingsFinanceFreeData updated 2026-10-23
    App details
  9. MyMerrill app icon

    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.

    ★ 4.7128,734 ratingsFinanceFreeData updated 2026-09-17
    App details

How we rank alternatives

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