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 161–180 of 1,000 ranked alternatives.
Mezzi Wealth
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
Hiro – AI Financial Planner
Hiro Financial Inc.
Forecast net worth and track progress
Track net worth and forecast scenarios like buying a home or having kids. Connect bank accounts to monitor progress. Chat with an AI advisor for personalized insights and money management guidance. Set goals and view detailed analytics.
Lake Central Bank App
Lake Central Bank
Check balances, transfer funds, view transactions
Check balances and view transactions 24/7. Track pending transactions and manage fund transfers by creating, approving, canceling, or viewing them. Access transaction history and send secure messages. View branch hours and location details.
Valley 1st CU
VALLEY 1ST COMMUNITY FEDERAL CREDIT UNION (INC)
Check balances, pay bills, transfer money
Check account balances and review recent transactions. Transfer funds between accounts. View and pay enrolled bills. Access secure financial information anytime, anywhere.
Group Administrators 125
GROUP ADMINISTRATORS LTD
View balances, track transactions, manage accounts
Manage tax-favored benefit accounts with real-time balance and transaction views. Fund HSA from checking or savings. Access email alerts and contact administrator via email or phone. Use same login credentials as the online portal.
Ladysmith Federal Mobile App
Ladysmith Federal Savings and Loan Association (Inc)
View balances, track transactions, transfer funds
View account balances and recent transactions. Transfer money between accounts. Deposit checks via photo. Manage debit card settings. Check credit report and score. Set account alerts. Pay bills and send money via Zelle.
Aebly & Assoc Ins Svc Tracker
Aebly and Associates Insurance Services, Inc.
Check balances and view details
Check account balances and view health benefit details in real time. Access HSA, HRA, and FSA information securely. Log in with existing website credentials. Navigate account settings and transaction history intuitively.
Arta Finance
Arta Finance Inc.
Invest in assets and track your portfolio
Manage investments with AI-driven insights and personalized financial tools. Access elite investment opportunities and expert networks. Set financial goals, track performance, and adjust portfolios. View transparent pricing and transaction history.
MD Wealth
MD Wealth Management, LLC
Access accounts, view reports, manage investments
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
Benefitfocus Health Accounts
Benefitfocus.com
Check balances and view account details
Check balances and account details for HSA, HRA, and FSA . View transaction history and manage funds. Access real-time account information securely. Navigate account settings and update personal details. Receive alerts for account activity.
No Spend Tracker - Many
Bettr Dayz s.r.o.
Track expenses, income, and net worth
Track expenses, income, and net worth. Organize bank accounts, cash, and financial goals in one place. Create custom budgets and set savings goals. View spending insights and receive alerts.
Breda Savings Bank
Breda Savings Bank (INC)
Check balances, view transactions, transfer funds
Check account balances and view transaction history. Transfer funds between accounts and manage bill payments. Deposit checks via photo. Receive account alerts and monitor credit information. Log in using existing online banking credentials.
Index Fund Advisors
Index Fund Advisors, Inc
Connect with and track your investments
Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.