Apps Like DashSight for iPhone and iPad
DashSight screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
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.
DOMINION for Advisers
Dominion Capital Strategies Limited
Invest in assets and manage portfolios
Manage investments with thematic funds, index trackers, and active portfolios. Access capital protection and governance tools. Execute transactions within 24 hours. View flexible investment options. Connect via web or mobile.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
Franklin Savings Bank
Franklin Savings Bank
View balances, track transactions, transfer funds, pay
View account balances and recent transactions instantly. Transfer funds between accounts, pay bills, and deposit checks by photo. Locate branches or ATMs. Requires a password for secure access.
Alliance Wealth
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.