Private Client Services app icon

Apps Like Private Client Services for iPhone and iPad

Check balances and review assets

Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.

by The Capital Group Companies Inc.★ 4.111 ratingsFinanceFreeData updated 2026-10-01

Private Client Services screenshots

Ranked alternatives

Showing 661–680 of 1,000 ranked alternatives.

  1. S&T Business Mobile Banking app icon

    S&T Business Mobile Banking

    S&T Bank

    Check balances, make transfers, pay bills, deposit

    Check balances and review transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Deposit checks remotely. Locate nearby branches and ATMs. Approve transactions and view account details.

    ★ 4.848 ratingsBusinessFreeData updated 2026-09-06
  2. North app icon

    North

    NMMT Limited

    Track super, pension, and investments securely

    Manage super, pension, and investment accounts in one place. Log in securely with password, PIN, or biometric authentication. View account balances, transaction history, and insurance coverage. Track investment performance and holdings.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. SSJ BO app icon

    SSJ BO

    SSJ FINANCE & SECURITIES PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  1. Unity National Bank Texas app icon

    Unity National Bank Texas

    Unity National Bank of Houston Inc

    Manage accounts, view balances, pay bills

    View balances for checking, savings, and loans. Check recent transactions and manage mobile alerts. Pay bills, cancel or edit scheduled payments, and transfer funds between accounts.

    ★ 4.864 ratingsFinanceFreeData updated 2026-09-10
  2. Heritage Bank Digital app icon

    Heritage Bank Digital

    Heritage Bank (NE)

    View balances, track transactions, transfer funds, manage

    View account balances and recent transactions. Transfer funds between accounts. Activate and manage debit cards. Set up alerts and access customer support through the .

    ★ 4.617 ratingsFinanceFreeData updated 2026-09-09
  3. Hoxton Wealth app icon

    Hoxton Wealth

    HOXTON CAPITAL MANAGEMENT FZE

    Track net worth in real time

    Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.

    ★ 4.548 ratingsFinanceFreeData updated 2026-10-22
  4. Group Administrators 125 app icon

    Group Administrators 125

    GROUP ADMINISTRATORS LTD

    View balances, track transactions, manage accounts

    Manage tax-favored benefit accounts with real-time balance and transaction views. Fund HSA from checking or savings. Access email alerts and contact administrator via email or phone. Use same login credentials as the online portal.

    ★ 4.966 ratingsFinanceFreeData updated 2026-09-18
  5. InCred Wealth app icon

    InCred Wealth

    INCRED CAPITAL INCLUSION ADVISORY SERVICES PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-24
  6. Atlantic Union Bank Wealth app icon

    Atlantic Union Bank Wealth

    Atlantic Union Bank

    View account details and manage investments

    View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.

    ★ 3.73 ratingsFinanceFreeData updated 2026-09-06
  7. FNBC B&T Mobile Banking app icon

    FNBC B&T Mobile Banking

    First National Bank of La Grange Inc

    Banking on the go with mobile.

    The app allows users to check balances, make transfers, pay bills, and make deposits. Users can search recent transactions by date, amount, or check number.

    ★ 2.625 ratingsFinanceFreeData updated 2026-11-03
  8. FPB Mobile app icon

    FPB Mobile

    First Peoples Bank

    Banking on the go with mobile

    The app allows users to check balances, make transfers between accounts, and pay bills. Users can search recent transactions by date, amount, or check number.

    ★ 3.220 ratingsFinanceFreeData updated 2026-10-10
  9. Pony Express Bank app icon

    Pony Express Bank

    PONY EXPRESS BANK

    Track balances, view transactions, transfer funds,

    Check account balances, view recent transactions, and transfer funds between accounts. Pay bills, deposit checks, and make loan payments. Set text alerts for balance notifications. View statements and track checks written.

    ★ 4.855 ratingsFinanceFreeData updated 2026-09-06
  10. MCWS Client App app icon

    MCWS Client App

    McKinley Carter Wealth Services, Inc

    Check portfolio balance and track performance

    Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  11. GoldshellWallet app icon

    GoldshellWallet

    INTCHAINS PTE. LTD.

    Mine crypto, track earnings, store assets

    Goldshell Wallet provides a clear overview of crypto holdings and balances. Users can track transactions, view portfolio performance, and manage multiple wallets.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.