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.
Private Client Services screenshots
Ranked alternatives
Showing 801–820 of 1,000 ranked alternatives.
GS Custody Solutions
Goldman Sachs
View portfolio, track positions, access history
View portfolio summaries, positions, and transaction history. Check account balances and review trade details. Execute actions on high-priority items. Receive secure login access via fingerprint or password.
JM Finn
J.M. FINN & CO.LTD
Protect and nurture wealth across generations.
The app provides swift and secure access to portfolio information. It offers storage for account documentation and a secure messaging function to connect with an investment manager.
GCA Visa
Grove City Area Federal Credit Union
Check card balance, manage alerts, control card
View recent and pending transactions on credit and debit cards. Check account details and make credit card payments. Report lost or stolen cards and raise disputes. Manage card alerts and controls. Turn cards on or off remotely.
BTG Pactual Global
Banco BTG Pactual S.A.
Track transactions and view investments
View investment portfolios and account balances. Track transactions and account activities. Access personalized reports and educational content. Consolidate multiple accounts. Perform transfers and monitor investment positions.
GBC Business Mobile Banking
GEORGIA BANKING COMPANY, Inc
Check balances, make transfers, pay bills, deposit
Check balances and view recent transactions by date, amount, or check number. Make transfers, pay bills, and schedule one-time payments. Add, edit, or delete payees. Deposit checks by photo. Find branch locations and manage accounts remotely.
CurCU
Ohio Valley Community Credit Union
Check balances, transfer funds, view transactions, pay
Check account balances anytime. Transfer funds between accounts. View pending transactions and account history. Pay bills directly. Deposit checks remotely using MRDC.
Veracity Capital
Veracity Capital, LLC
Access portfolio data securely
Access portfolio data and account information through a simple interface. View investment performance, transaction history, and client-specific reports. Request access through your primary contact.
Al Salam Equities (GTN)
AlSalam Financial Investments LLC
Track transactions, view holdings, monitor markets
Monitor stock transactions and view holdings. Execute buy, sell, amend, or cancel orders in global markets. Access intraday and historical charts. Generate one-time passwords for secure transactions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.