Girard app icon

Apps Like Girard for iPhone and iPad

by Univest Bank and Trust Co★ 5.01 ratingsFinanceFreeData updated 2026-09-17

Girard screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. iCapital,LLC app icon

    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.

    ★ 4.25 ratingsFinanceFreeData updated 2026-09-09
  2. ENZI Wealth app icon

    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.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  3. BlackDiamond WM app icon

    BlackDiamond WM

    BlackDiamond Wealth Management Inc.

    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.

    ★ 4.84 ratingsFinanceFreeData updated 2026-09-15
  1. Ally: Bank, Auto & Invest app icon

    Ally: Bank, Auto & Invest

    Ally Financial Inc.

    Manage bank accounts and payments

    Manage vehicle payments with one-time options or Pay scheduling. View and manage multiple vehicles from a single dashboard. Receive free FICO® Score updates for financial monitoring. Save using smart savings tools like buckets and boosters.

    ★ 4.6114,448 ratingsFinanceFreeData updated 2026-11-02
  2. UBS Wealth Management app icon

    UBS Wealth Management

    UBS AG

    Manage accounts, track spending, set budgets

    Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.

    ★ 4.864,633 ratingsFinanceFreeData updated 2026-09-09
  3. CJM Wealth Adv. app icon

    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.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-11
  4. PWP Portal app icon

    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.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  5. Choice Wealth Advisors app icon

    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.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16

How we rank alternatives

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