Apps Like Moduit Advisor for iPhone and iPad
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
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.
ClientLink
Wedbush Securities, Inc.
Access accounts and manage investments
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
SEI Connect - Investor
SEI Investments Management Corporation
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Rhame & Gorrell Wealth
Rhame & Gorrell Wealth Management, LLC
View financial data and manage budgets
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisors. Manage budgets and track spending. Set financial goals and monitor progress.
Ritholtz Wealth Mobile
Ritholtz Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances in real time. Send messages to advisors for support. Access transaction history and account statements. Set up notifications for account activity.
Dominion Wealth
Dominion Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Access real-time transaction history and send secure messages for support.
True Wealth Design
True Wealth Design, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access documents from financial advisors in a secure vault. Manage budgets and track spending. Set financial goals and receive alerts.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.