Apps Like Emerald Advisor for iPhone and iPad
Emerald Advisor screenshots
Ranked alternatives
Showing 401–420 of 1,000 ranked alternatives.
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.
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 .
RPOA NetX™
MMWKM ADVISORS, LLC
Access accounts, view balances, track orders
View account balances, holdings, and activity in real time. Access trade confirmations, tax statements, and account statements. Place orders and check order status. Receive secure alerts and manage account settings remotely.
Comerica Financial Advisors
Comerica Bank
Access data and insights anytime, anywhere
Track progress by viewing total asset value and account summaries. Check account balances and transaction history. Connect with for personalized advice. Set and monitor goals. Receive notifications and alerts for account activity.
CircleBlack Investor
Circleblack Inc.
Track finances, view accounts, manage investments
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
Franklin AI: Financial Advisor
Franklin AI LLC
Analyze spending, deliver insights
Track spending habits and receive personalized insights based on actual spending data. Identify subscription costs, cash flow trends, and potential savings. Answer questions with detailed, data-driven explanations.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.