EVOadvisers app icon

Apps Like EVOadvisers for iPhone and iPad

by Evolution Advisers, INC.★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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EVOadvisers screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. WRFA, LLC app icon

    WRFA, LLC

    WebsterRogers Financial Advisors, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  2. Oldfather app icon

    Oldfather

    Oldfather Financial Services LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-11
    App details
  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.

    ★ 4.85,025,270 ratingsFinanceFreeData updated 2026-10-24
    App details
  9. 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.

    ★ 4.81,608 ratingsFinanceFreeData updated 2026-09-22
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  11. 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
    App details
  12. Webster Bank Mobile App app icon

    Webster Bank Mobile App

    Webster Financial Corporation

    Manage accounts, deposit checks, view balances

    Manage accounts with instant balance checks and check deposits via camera. Transfer funds between accounts and add payees for bill payments. Use Zelle to send and receive money securely.

    ★ 4.722,438 ratingsFinanceFreeData updated 2026-09-09
    App details
  13. TaxDome Client Portal app icon

    TaxDome Client Portal

    TaxDome LLC

    Review documents, chat securely, sign agreements, upload

    Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.

    ★ 4.940,758 ratingsFinanceFreeData updated 2026-09-18
    App details
  15. UBS Wealth Management app icon

    UBS Wealth Management

    UBS AG

    Manage accounts, track spending, set budgets

    Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.

    ★ 4.864,633 ratingsFinanceFreeData updated 2026-09-09
    App details
  16. 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.

    ★ 4.67,564 ratingsFinanceFreeData updated 2026-09-11
    App details

How we rank alternatives

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