Apps Like SOA Mobile for iPhone and iPad

by Seasons of Advice Wealth Management, LLC★ 4.36 ratingsFinanceFreeData updated 2026-09-16

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Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

DecisionPoint Financial
DecisionPoint Financial, LLC
Track expenses, view reports, manage investments, secure
View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.
★ 5.06 ratingsFinanceFreeData updated 2026-09-06
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First Interstate Wealth Mgmt
First Interstate Bank
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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MFCentral Mutual Fund App
KFIN TECHNOLOGIES LIMITED
★ 2.68 ratingsFinanceFreeData updated 2026-09-06
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Beverly Hills Private Wealth
Beverly Hills Private Wealth LLC
★ 5.02 ratingsFinanceFreeData updated 2026-09-06
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Fairvoy Private Wealth
Fairvoy Private Wealth, LLC.
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Zoe Financial
ZOE FINANCIAL INC.
Access accounts, invest, track growth
Access account balance, investment performance, and current holdings. View transfer status and transaction history including deposits and withdrawals. Receive updates on investment account growth.
★ 4.77 ratingsFinanceFreeData updated 2026-09-06
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Victory Wealth Management LLC
Victory Wealth Management, LLC
Access accounts, track market data, contact advisor
Access financial accounts and view market or portfolio activity in real time. Contact advisors directly. Monitor investment performance and track transaction history. Receive alerts for account changes and market updates.
★ 5.02 ratingsFinanceFreeData updated 2026-09-06
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André le groupe
MyUnisoft
★ 0.00 ratingsFinanceFreeData updated 2026-09-28
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Variant PW
Variant Private Wealth, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-14
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Monarch Mobile
Monarch Wealth Strategies
★ 5.03 ratingsFinanceFreeData updated 2026-09-06
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Lyell Wealth Management, LP
Lyell Wealth Management LP
★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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Blueleaf Advisor
Blueleaf Wealth, Inc
★ 3.02 ratingsFinanceFreeData updated 2026-09-06
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Evercore Wealth and Trust
Evercore Wealth Management, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Seashore Wealth Management
Seashore Wealth Management, LLC
★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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Springwater Wealth
Springwater Wealth Management, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-10
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Legacy Investor
Legacy Financial Advisors, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Cambria Wealth
Rees Wealth Management, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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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
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Resolute Wealth Strategies
Resolute Wealth Strategies, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Cedar Point Capital Partners
Cedar Point Capital Partners, LLC
View financial data and reports
View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.
★ 5.03 ratingsFinanceFreeData updated 2026-09-06
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