Apps Like GWS&A for iPhone and iPad
View accounts, track balance, contact advisor
View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.
GWS&A screenshots
Ranked alternatives
Showing 241–260 of 1,000 ranked alternatives.
CNB-Metro Mobile Banking
City National Bank Inc
Check balance, transfer funds, pay bills
Check balances and view transaction history. Transfer funds between eligible accounts. Pay bills and deposit checks by photo. Manage debit cards and access statements. Requires online enrollment for use.
The Retirement Planning Group
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Point C Benefits Mobile
Insurance Administrator Of America, Inc.
Manage health and accounts
Manage healthcare with real-time account balances and transaction history. Fund HSA accounts from linked bank accounts. Access email alerts and contact administrators directly through the .
TL Wealth
TL Private Wealth LLC
View portfolio values and holdings
View portfolio values, holdings, and performance details. Access transaction history and account summaries. Receive real-time updates and set up custom alerts for account changes.
Signature Bank, Toledo Ohio
Signature Bank N.A.
Manage accounts, view alerts, transfer funds, pay
Check account balances, transaction history, and statements. View alerts and manage alerts. Transfer funds between accounts. Pay bills and deposit checks by photo. Access Treasury Management features for business accounts.
Endowus
Endowus Technologies Pte. Ltd.
Invest in diversified portfolios
Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.
Panacea Mobile Banking
Panacea Financial Holdings, Inc
Manage accounts, view balances, transfer funds securely
Check account balances and view recent transactions, including check images. Transfer money between accounts and instantly view balance updates. Access account statements and set up alerts for transactions. Securely manage finances from a device.
Farther: Invest & Save
Farther Finance, Inc
Plan, , and with confidence
Track expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.
MyDSBMobile
The Dolores State Bank
View balances, transfer funds, set alerts
View account balances and transactions. Transfer funds between accounts. Set up alerts for account activity. Access monthly checking and savings statements. Locate nearby branches or ATMs. Contact customer service team.
Fiduciary Trust International
Fiduciary Trust Company International
Manage accounts and view balances
View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.
HUB24
Hub24 Pty Ltd
Access accounts, transact, download reports
Access account balances and portfolio details. View transaction history and performance metrics. Download statements and reports. Receive notifications and manage contact information. Perform transactions and track fund movements.
Rehn & Associates CDH
A. W. Rehn and Associates, Inc.
Check balances and view details
View account balances and details for HSA, HRA, and FSA benefits. Check transaction history and manage funds. Access real-time information and navigate account settings securely. Log in with existing website credentials or alternative instructions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.