Watts Gwilliam app icon

Apps Like Watts Gwilliam for iPhone and iPad

by Watts-Gwilliam & Company, LLC★ 5.02 ratingsFinanceFreeData updated 2026-09-06

Watts Gwilliam screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Bank of America Mobile Banking app icon

    Bank of America Mobile Banking

    Bank of America

    View balances, track activity, manage alerts

    View account balances and review transaction history. Activate or replace credit and debit cards. Set alerts for account activity. Transfer funds between accounts and pay bills securely. Send and receive money via Zelle using a U.S.

    ★ 4.85,024,973 ratingsFinanceFreeData updated 2026-09-10
  2. Chase Mobile®: Bank & Invest app icon

    Chase Mobile®: Bank & Invest

    JPMorgan Chase Bank, NA

    Track income, spend, and credit score

    Manage accounts with activity tracking for checking, savings, credit cards, and loans. Deposit checks via photo. Send and receive money using Zelle. Schedule credit card payments. Monitor credit score and track income and expenses.

    ★ 4.89,476,975 ratingsFinanceFreeData updated 2026-09-10
  3. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,020 ratingsFinanceFreeData updated 2026-09-06
  1. GuideCenter app icon

    GuideCenter

    United Capital Financial Advisers, LLC

    ★ 4.111 ratingsFinanceFreeData updated 2026-09-06
  2. Ameriprise Financial app icon

    Ameriprise Financial

    Ameriprise

    Access accounts and track investments

    Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.

    ★ 4.936,692 ratingsFinanceFreeData updated 2026-09-08
  3. EFE app icon

    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.

    ★ 4.66,967 ratingsFinanceFreeData updated 2026-09-06
  4. Equitable Mobile App app icon

    Equitable Mobile App

    Equitable Financial Services, LLC

    Manage accounts, view history, access documents

    Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.

    ★ 4.730,043 ratingsFinanceFreeData updated 2026-09-06
  5. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
  6. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  7. Thrivent Financial app icon

    Thrivent Financial

    Thrivent Financial For Lutherans

    Track investments and insurance securely

    Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.

    ★ 4.6746 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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