Apps Like Fiducient Advisors for iPhone and iPad
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
Fiducient Advisors screenshots
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
PURE Insurance
Privilege Underwriters Inc.
Track claims, reduce risk, recover faster
Submit and track claims in real time. Access policies and auto ID cards instantly. Pay bills directly through the . Receive notifications about policy updates and claim statuses. View payment history and manage account settings.
EFE
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
NRP Portfolio Manager
New Republic Partners, Inc.
View data and reports
Access data and performance reports for specific time frames, asset classes, and accounts. View detailed account information and track investment performance through a simple interface. Requires authorization as a client of New Republic Partners.
Grifin: Stock Where You Shop™
Grifin LLC
Invest in companies you spend
Track spending at partnered businesses and automatically invest $1 in those companies' stocks. Set weekly investment limits and receive weekly performance reports. Manage investments and adjust limits through the .
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.
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 .
achieve by Petra
Petra Securities Limited
Invest in goals and track progress
Manage investments with DigiSave, allowing access to funds while working towards medium to long-term goals. Set financial plans, monitor progress, and adjust contributions as needed.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.