Waverly Advisors
Waverly Advisors, LLC
View account information on mobile devices.
The app provides Waverly Advisors' clients with access to account valuation, performance, and reporting information. It is developed for mobile devices.
Apps Like NJ Client Desk for iPhone and iPad
Check net worth, view reports, track transactions
Check net worth, view valuation reports, review profit and loss statements, and access last 10 transactions. Log in with provided credentials to retrieve financial data and transaction history.
NJ Client Desk screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
Mint by Investwell
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
NexTier Mobile
NexTier Bank National Association
Check balances, view transactions, transfer funds, pay
Check account balances and view recent transactions. Transfer money between accounts and pay bills. Find ATM and branch locations. Access the using the same credentials as Online Banking.
Ardent eBanking
Ardent Credit Union
Check balances, transfer funds, view transactions
Check balances and view transactions 24/7. Track pending transactions and manage fund transfers including creation, approval, cancellation, and viewing. Access transaction history and send secure messages. View branch hours and location details.
Countybank Mobile Banking
Countybank
Check balances, transfer funds, view transactions
Check balances and view transactions 24/7. Transfer funds, approve or cancel transfers, and review transaction history. Send and receive secure messages. Access branch hours and location details. View pending transactions and check account messages.
TVA Community Credit Union
Tva Community Credit Union
Check balances, transfer funds, view history
Check account balances and view transaction history. Transfer funds between accounts in real time. Access account statements and set up alerts. Log in with online banking credentials. Manage account settings and security options.
My Plans by CBIZ
CBIZ, Inc.
Check balances and view details
Check HSA, HRA, and FSA account balances and details in real time. View transaction history and account summaries. Access secure account information using existing website credentials. Navigate intuitive menus for account management.
NAB Mobile Banking
National Australia Bank
Check balances and make payments
Check balances, transfer funds, and view transaction statements. Make secure payments instantly or schedule future payments. Save or share payment receipts. Log in using fingerprint, face ID, passcode, or password.
Infuze Credit Union
Infuze Credit Union
Check balances, transfer funds, view transactions
Check balances and view transaction history in real time. Track pending transactions and manage fund transfers. Send and receive secure messages. Access branch hours and locations. Deposit checks by photo.
My Flex Account Mobile
Flexible Benefit Service Corporation
Manage balances and transactions
Manage healthcare accounts with real-time balance checks and transaction history. View email alerts and contact administrators via email or phone. Access accounts using the same credentials as the web portal.
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.
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.
Surency Flex
Surency Life and Health Insurance Company
Check balances and view account details
Check account balances and details for HSA, HRA, and FSA benefits. View transaction history and manage funds. Access real-time account information securely. Navigate through account details with intuitive interface.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
getquin - Portfolio Tracker
QUIN Technologies GmbH
Track assets, monitor net worth, manage investments
Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.
Cache Valley Bank
Cache Valley Bank
Check balances, transfer funds, view transactions,
Check balances and view transactions 24/7. Track pending transactions and manage fund transfers. Review transaction history and send secure messages. Access branch hours and locations. Tap to Pay on iPhone.
Awsat Trader (GTN)
KUWAIT AND MIDDLE EAST FINANCIAL INVESTMENT CO. (K.S.C)
Trade real-time market data and manage portfolios
Access real-time market data for GCC and US financial markets. Monitor transactions, view holdings, and track profit and loss. View detailed fundamental and technical analysis. Switch between English and Arabic languages.
MSEB Flex Benefits
Marshall and Sterling Administrative Services, Inc.
Check balances and view details
Check balances and account details for HSA, HRA, and FSA accounts. View transaction history and account summaries. Access real-time information and manage securely. Log in with existing website credentials.
Wealth+ 2
Andrew Little
Track net worth and set financial goals
Track net worth by categorizing assets and liabilities. Input data manually or import from previous records. View charts to monitor financial progress. Set goals and receive alerts for spending patterns.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.