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 721–740 of 1,000 ranked alternatives.

  1. Method Bank Mobile App app icon

    Method Bank Mobile App

    Method Bank

    Manage accounts, view transactions, transfer funds

    Check account balances and view recent transactions with check images and statements. Transfer money between accounts. Deposit checks by snapping photos and review deposit history. Enroll directly through the .

    ★ 4.720 ratingsFinanceFreeData updated 2026-09-06
  2. Evelyn Partners Mobile app icon

    Evelyn Partners Mobile

    Evelyn Partners Group Limited

    Manage investments, view portfolio values, track performance

    Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.

    ★ 4.86 ratingsFinanceFreeData updated 2026-09-06
  3. Amerant Investments app icon

    Amerant Investments

    Amerant Bank, N.A.

    Place trades, view balances, track holdings

    Access account balances, holdings, and transaction history. View order status and place equity trades. Receive real-time market data and set up alerts. Manage portfolio performance and track investment activity.

    ★ 4.817 ratingsFinanceFreeData updated 2026-09-25
  1. EWMglobal app icon

    EWMglobal

    E W M LLC

    View balances, track performance, research investments

    View account balances and performance metrics. Research investment options and manage open events. Access secure deferred compensation accounts with an access code. Track transactions and receive notifications.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-10
  2. The Northern State Bank app icon

    The Northern State Bank

    Northern State Bank of Thief River Falls

    Check balances and manage transfers

    Check account balances and search transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments. Use Touch ID or Face ID for secure sign-on.

    ★ 4.97 ratingsFinanceFreeData updated 2026-09-08
  3. Versailles S&L app icon

    Versailles S&L

    Versailles Savings & Loan Company

    Pay bills and view account balances

    Pay bills and transfer funds between accounts. Set text alerts for account activity. Deposit checks via photo. View balances, transactions, and monthly statements. Locate branches or ATMs. Contact customer service. Securely access accounts anytime.

    ★ 5.020 ratingsFinanceFreeData updated 2026-09-13
  4. Avidia Business Mobile app icon

    Avidia Business Mobile

    Avidia Bank

    Banking on the go with iPhone.

    The app allows business customers to check balances, transfer funds between accounts, and deposit checks remotely. Users can search transactions by date, amount, or check number.

    ★ 4.220 ratingsFinanceFreeData updated 2026-10-22
  5. EagleBank Business Mobile app icon

    EagleBank Business Mobile

    Eagle Bancorp, Inc.

    Banking on the go for businesses.

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

    ★ 2.114 ratingsFinanceFreeData updated 2026-10-07
  6. FCCU Mobile app icon

    FCCU Mobile

    Falls Catholic Credit Union

    Check balances and transfer funds.

    The app allows users to check balances, view recent transactions, and transfer funds. It requires internet access and standard data rates apply.

    ★ 3.39 ratingsFinanceFreeData updated 2026-09-22
  7. NBF Direct Security Token app icon

    NBF Direct Security Token

    National Bank of Fujairah

    Generate OTP for secure transactions

    Generate multi-factor authentication OTP for secure online transactions. Enter OTP during authorization. Receive serial number and activation code via SMS. Sync with internet banking platform for secure access.

    ★ 3.01 ratingsFinanceFreeData updated 2026-09-09
  8. ANBMP MOBILE BANKING app icon

    ANBMP MOBILE BANKING

    American National Bank of Mount Pleasant

    Check balances and view transactions

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments, including scheduled ones. Add or manage payees for recurring payments.

    ★ 2.65 ratingsFinanceFreeData updated 2026-09-08
  9. My Westmount app icon

    My Westmount

    Westmount Asset Management Inc.

    Access accounts, view balances, track performance

    Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.

    ★ 4.84 ratingsFinanceFreeData updated 2026-09-15
  10. ConnectOne Bank Business App app icon

    ConnectOne Bank Business App

    ConnectOne Bancorp, Inc

    Banking for business on the go.

    The app allows business customers to check account balances and recent transactions. Users can also transfer funds between accounts and pay bills directly from their device.

    ★ 3.211 ratingsFinanceFreeData updated 2026-10-06

How we rank alternatives

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