Apps Like Equitable Trust for iPhone and iPad
Equitable Trust screenshots
Ranked alternatives
Showing 241–260 of 1,000 ranked alternatives.
OpenArc Client Portal
OpenArc Corporate Advisory, LLC
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
First Whitney Bank and Trust
First Whitney Bank and Trust
Transfer funds, check balance, pay bills, deposit
Check account balances, transfer funds between accounts, and make payments. View images of checks, deposits, and withdrawals. Deposit checks via mobile. Use Face ID or fingerprint for login.
BKM Wealth
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
WealthView
Tamarac Inc.
View finances, chat with advisor, track expenses,
View financial data through an interactive dashboard. Access dynamic reports with current investment details. Store documents securely in a vault. Use budgeting tools to manage expenses. Communicate with a financial advisor within the .
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.
Investia
Industrial Alliance Insurance and Financial Services Inc.
Manage investments and track portfolios
Manage investments with real-time portfolio tracking and performance analysis. View detailed fund information and historical data. Place trades, set up recurring contributions, and access customer support through secure messaging.
Willow Financial
Willow Financial LLC
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.