Burney One app icon

Apps Like Burney One for iPhone and iPad

by Burney Company★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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Burney One screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. 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
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  2. MyJanney app icon

    MyJanney

    Janney Montgomery Scott LLC

    ★ 4.06 ratingsFinanceFreeData updated 2026-09-10
    App details
  3. 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
    App details
  1. 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
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  6. SSWP Client Access app icon

    SSWP Client Access

    SageSpring Wealth Partners, LLC

    View portfolio, download reports, connect with advisor

    View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
    App details
  14. Victory Wealth Management LLC app icon

    Victory Wealth Management LLC

    Victory Wealth Management, LLC

    Access accounts, track market data, contact advisor

    Access financial accounts and view market or portfolio activity in real time. Contact advisors directly. Monitor investment performance and track transaction history. Receive alerts for account changes and market updates.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
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  15. 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
  17. Wealth eOffice app icon

    Wealth eOffice

    RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED

    View portfolios, track goals, calculate investments

    View investment portfolios and reports. Access financial calculators and goal tracking tools. Review performance metrics and receive advisor-generated insights. Manage investment goals and track progress over time.

    ★ 4.19 ratingsFinanceFreeData updated 2026-09-11
    App details

How we rank alternatives

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