Apps Like Mainsail Financial Group for iPhone and iPad
Mainsail Financial Group screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
ARK Financial Client Portal
Ark Financial Management, LLC
Access portfolio data and manage investments
Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.
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.
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.
Bread Financial
Bread Financial Holdings, Inc.
Access accounts and manage credit cards
Manage credit card accounts with access to payment features, reward redemption, and transaction history. View balances and transaction details. Log in using existing credentials. Track spending and manage multiple card accounts.
GM Financial
General Motors Financial Company, Inc.
Make payments, update info, track account
Make payments or set up auto pay. View payment history. Manage multiple accounts. Access account information 24/7. Update personal information. Track vehicle account details. Receive notifications for account changes.
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.
Empower Personal Dashboard™
Personal Capital Corporation
Track expenses, plan budgets, manage accounts
Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.