Legacy Investor app icon

Apps Like Legacy Investor for iPhone and iPad

by Legacy Financial Advisors, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Legacy Investor screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. 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.

    ★ 4.89,502,585 ratingsFinanceFreeData updated 2026-09-20
  2. Morningstar Investor app icon

    Morningstar Investor

    Morningstar, Inc.

    Track investments, analyze portfolios, set goals

    Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.

    ★ 4.07,032 ratingsFinanceFreeData updated 2026-09-08
  3. Edward Jones app icon

    Edward Jones

    Edward D. Jones & Co., L.P.

    View accounts and track performance

    View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.

    ★ 4.8139,128 ratingsFinanceFreeData updated 2026-09-08
  4. SOA Mobile app icon

    SOA Mobile

    Seasons of Advice Wealth Management, LLC

    ★ 4.36 ratingsFinanceFreeData updated 2026-09-16
  5. PSBT Trust & Wealth app icon

    PSBT Trust & Wealth

    Peoples Security Bank and Trust Company

    View balances, track transactions, manage portfolios

    View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  6. Aven Advisor: Credit Check App app icon

    Aven Advisor: Credit Check App

    AVEN FINANCIAL TECHNOLOGIES, INC

    Track expenses and compare spending trends

    Monitor spending by tracking monthly expenses, comparing trends, and identifying top merchants and unwanted subscriptions. Track score from a national agency, monitor accounts and utilization, and receive alerts for account changes.

    ★ 4.64,094 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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