Blueleaf Advisor app icon

Apps Like Blueleaf Advisor for iPhone and iPad

by Blueleaf Wealth, Inc★ 3.02 ratingsFinanceFreeData updated 2026-09-06
App detailsView in App Store

Blueleaf Advisor screenshots

Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  1. Running Point Capital app icon

    Running Point Capital

    Running Point Capital Advisors, LLC

    Access portfolio and financial data securely

    Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
    App details
  2. Fountainhead app icon

    Fountainhead

    Fountainhead Capital Management, LLC

    View holdings, track portfolio, analyze investments, access

    View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
    App details
  2. MyJWA app icon

    MyJWA

    Julius Wealth Advisors, LLC

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
    App details
  6. BKM Wealth app icon

    BKM Wealth

    BKM Wealth Management, LLC

    View accounts, track goals, manage finances

    View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
    App details
  9. WRFA, LLC app icon

    WRFA, LLC

    WebsterRogers Financial Advisors, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  11. BMO Invest app icon

    BMO Invest

    Bank of Montreal

    View accounts, track holdings, manage portfolios

    View investment holdings and account details through Portfolio View. Set up custom watchlists to track stocks and market trends. Access accounts using Face ID or Touch ID for secure authentication.

    ★ 4.750 ratingsFinanceFreeData updated 2026-09-06
    App details
  12. Crestwood Advisors app icon

    Crestwood Advisors

    Crestwood Advisors Group LLC

    View account details and manage portfolios remotely

    Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
    App details
  13. Spark Capital PWM app icon

    Spark Capital PWM

    SPARK FAMILY OFFICE AND INVESTMENT ADVISORS INDIA PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  15. SEI Connect - Investor app icon

    SEI Connect - Investor

    SEI Investments Management Corporation

    Access accounts with biometrics

    Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.

    ★ 4.224 ratingsFinanceFreeData updated 2026-09-06
    App details
  16. Choice Wealth Advisors app icon

    Choice Wealth Advisors

    Choice Wealth Advisors, LLC

    View account info, check balances, contact advisor

    View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

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