GlobalWealth Access app icon

Apps Like GlobalWealth Access for iPhone and iPad

Portfolio data securely

Portfolio data including account balances, performance metrics, and asset allocations. View detailed reports and transaction history. Receive real-time updates and set up account alerts.

by Fi-Tek, LLC★ 5.02 ratingsFinanceFreeData updated 2026-09-06

GlobalWealth Access screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. OneAscent app icon

    OneAscent

    OneAscent

    Access portfolio data anytime

    Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .

    ★ 4.88 ratingsFinanceFreeData updated 2026-09-06
  2. CoinMarketCap: Crypto Tracker app icon

    CoinMarketCap: Crypto Tracker

    CoinMarketCap, LLC

    Track prices and portfolio data

    Track cryptocurrency prices and market trends in real time. View coin statistics and news updates. Add preferred cryptocurrencies to a portfolio . Monitor Bitcoin and other coins with live data. Set up alerts for price changes.

    ★ 4.8172,473 ratingsFinanceFreeData updated 2026-09-13
  3. Mercury Cards app icon

    Mercury Cards

    Mercury Financial LLC

    Pay with personalized amounts

    Manage credit card payments with personalized amounts and scheduling options. Split payments into monthly installments. Set up automated monthly payments. View payment history and transaction details. Adjust payment preferences and track balances.

    ★ 4.8108,561 ratingsFinanceFreeData updated 2026-09-16
  1. Seeking Alpha: News & Analysis app icon

    Seeking Alpha: News & Analysis

    Seeking Alpha Ltd.

    Track stock prices and market

    Access real-time financial and market . Track stock prices and charts. Set customizable alerts for watched stocks. View earnings reports and transcripts. Manage a portfolio with tracking tools.

    ★ 4.8126,042 ratingsFinanceFreeData updated 2026-09-08
  2. HSBC US app icon

    HSBC US

    HSBC Global Services UK Limited

    Check balances, transfer funds, pay bills

    Manage accounts with fund tracking, transaction history, and statement access. Monitor international accounts via Global View. Check credit card transactions. Download statements. Open a multi-currency Global Money Account.

    ★ 4.749,636 ratingsFinanceFreeData updated 2026-09-14
  3. 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
  4. 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
  5. Apple Federal Credit Union app icon

    Apple Federal Credit Union

    Apple Federal Credit Union

    Access accounts anytime, anywhere easily.

    The app offers account access for personal and business use. Users can check balances, transfer funds, view history, make payments, deposit checks, pay bills, and apply for loans.

    ★ 4.946,120 ratingsFinanceFreeData updated 2026-09-17
  6. Insperity Mobile app icon

    Insperity Mobile

    Insperity, Inc.

    Access accounts, view pay stubs, manage benefits

    Access account information including 401k, paycheck details, FSA, and UHC benefits card. View transaction history and manage benefits. Send secure messages and receive notifications.

    ★ 4.749,783 ratingsBusinessFreeData updated 2026-09-08
  7. Optum Financial app icon

    Optum Financial

    Optum Inc

    Manage health care expenses and pay bills

    Manage health care expenses by viewing and updating benefit accounts. Track balances and transaction history. Capture receipts and e-sign dependent care certification. Access account details and manage transactions.

    ★ 4.728,922 ratingsFinanceFreeData updated 2026-09-13
  8. Fundrise: Invest in Alts app icon

    Fundrise: Invest in Alts

    Rise Companies Corp

    In real estate and private credit

    Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.

    ★ 4.837,853 ratingsFinanceFreeData updated 2026-09-15
  9. PSECU Mobile app icon

    PSECU Mobile

    Pennsylvania State Employees Credit Union

    Move money instantly and securely

    Transfer funds between accounts instantly. Initiate external account transfers. Send money to trusted contacts quickly. Check balances and transaction history in real time. Set up alerts for account activity. Lock and unlock accounts remotely.

    ★ 4.832,220 ratingsFinanceFreeData updated 2026-09-12
  10. Webull Pay: Crypto Buy & Sell app icon

    Webull Pay: Crypto Buy & Sell

    WEBULL PAY PTE. LTD.

    Buy, , and track

    Manage cryptocurrency portfolio with support for Bitcoin, Ethereum, USD Coin, Litecoin, Dogecoin, Shiba Inu, and other coins. Buy and using a brokerage account. Set price alerts for market updates. Track portfolio performance and manage trades.

    ★ 4.825,261 ratingsFinanceFreeData updated 2026-09-06
  11. Union Bank & Trust Mobile app icon

    Union Bank & Trust Mobile

    Union Bank and Trust Company

    Manage accounts, view transactions, access funds securely

    View account balances and transaction history. Manage multiple accounts in one . Receive alerts for account activity. Transfer funds between accounts. Set up custom alerts for specific transactions. Lock and unlock accounts remotely.

    ★ 4.920,218 ratingsFinanceFreeData updated 2026-09-08
  12. Wealthfront: Save and Invest app icon

    Wealthfront: Save and Invest

    Wealthfront, Inc.

    Earn interest and withdraw instantly

    Manage a cash account with a 3.90% APY, no fees, and a 0.65% bonus for new clients. Withdraw instantly to eligible accounts and use over 19,000 free ATMs. Get two ATM fee reimbursements up to $7.50 each.

    ★ 4.817,464 ratingsFinanceFreeData updated 2026-09-09
  13. SmartPro Client Experience app icon

    SmartPro Client Experience

    SmartPro Financial LLC

    View portfolio data and interact with

    View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  14. Resource One Credit Union app icon

    Resource One Credit Union

    Resource One Credit Union

    Monitor accounts and manage transactions

    Manage accounts by viewing balances and transaction history. Perform transactions including paying bills, transferring money, depositing checks via Mobile Deposit, and sending money to friends.

    ★ 4.914,655 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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