Apps Like West Financial Services, Inc. for iPhone and iPad
View data and manage budgets
View data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a vault. Access budgeting tools and additional features.
West Financial Services, Inc. screenshots
Ranked alternatives
Showing 181–200 of 1,000 ranked alternatives.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Magnifi Financial
Magnifi Financial Credit Union
View balances, transfer funds, pay bills
Check account balances, transfer funds, deposit checks via photo, pay bills and loans, manage cards, and send money to contacts. Set transaction alerts and view spending reports.
Financial Resources FCU
Financial Resources Federal Credit Union
Access accounts and manage finances easily.
The app provides access to accounts and features for managing finances. Users can monitor accounts, deposit checks, make transfers, and pay bills.
ALEC Mobile Banking
Abbott Laboratories Employees Credit Union
Manage accounts, send money, track finances
Manage accounts, send money via Zelle, deposit checks, pay bills, open accounts, and view credit scores. Track finances with budgeting tools, locate ATMs and branches, and access account statements.
Altruist Client
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
TruMark Financial Credit Union
TruMark Financial Credit Union
Manage accounts, view balances, transfer funds
Check account balances, transfer funds, and open accounts. Pay bills and loans, view statements, and save receipts digitally. Access online banking login or create credentials through the .
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
GenFed Financial CU
GenFed Financial Credit Union, inc.
Manage transactions with tags and notes
Keep transactions organized by adding tags, notes, and photos of receipts and checks. Set alerts for balance thresholds. Make payments to companies or individuals. Transfer money between accounts. Deposit checks remotely.
Johnson Financial Group
Johnson Financial Group, Inc
Manage accounts, view balances, and transfer funds
Manage business and commercial accounts with real-time balance checks, fund transfers, and bill payments. View transaction history and generate reports. Set up alerts and control access permissions.
Nassau Financial
Nassau Financial Federal Credit Union
Deposit checks, transfer funds, check balances, pay
Manage finances with check deposits, account transfers, bill payments, and balance checks. Locate branches and ATMs. View monthly statements. Set account alerts. Reorder or disable debit cards. Track spending and receive transaction notifications.
Living Balance Sheet®
The Guardian Life Insurance Company of America
View sheet, track goals, access documents, connect
View personal sheet and track financial goals. Manage tasks and access secure document vault. Connect with financial professional. Set priorities and monitor progress.
MyGeorgia Credit Union
MyGeorgia Credit Union
Track balances, send payments, manage accounts
Check balances, deposit checks, transfer funds, and pay bills securely. Track cards in real-time with MyCard HQ to lock/unlock, set travel notices, and view transactions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.