Syntegra Mobile app icon

Apps Like Syntegra Mobile for iPhone and iPad

by Syntegra Private Wealth Group, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Syntegra Mobile screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Orion Mobile app icon

    Orion Mobile

    Orion Advisor Services, LLC

    View portfolio values and contact advisor

    View portfolio values and asset allocations in real time. Contact advisors directly through the . Access account details and transaction history. Receive notifications for portfolio changes.

    ★ 2.225 ratingsFinanceFreeData updated 2026-09-08
    App details
  2. CPS Portal app icon

    CPS Portal

    CHAS. P. SMITH & ASSOCIATES, P.A., C.P.A.'S

    ★ 2.33 ratingsFinanceFreeData updated 2026-09-06
    App details
  2. Oak Grove Capital Mobile app icon

    Oak Grove Capital Mobile

    Oak Grove Capital, LLC.

    View portfolio values and contact your advisor

    View portfolio values and asset allocations in real time. Contact your financial advisor directly through the . Receive updates on account performance and transaction history.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-09
    App details
  4. Paragon Advisor app icon

    Paragon Advisor

    Paragon Advisors, LLC

    View portfolio values and contact your

    View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-14
    App details
  5. Beacon Hill app icon

    Beacon Hill

    Beacon Hill Private Wealth LLC

    View portfolio values and allocations

    View portfolio values and allocations in real time. Track asset distributions and performance metrics. Receive notifications for account activity and market changes. Adjust investment settings and access detailed reports.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-14
    App details
  8. MSHCA app icon

    MSHCA

    M.S. Howells & Co.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  9. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,608 ratingsFinanceFreeData updated 2026-09-22
    App details
  10. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
    App details
  11. iA Private Wealth app icon

    iA Private Wealth

    Industrial Alliance Insurance and Financial Services Inc.

    Monitor portfolio, chat with advisor

    Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.

    ★ 4.823 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

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