Apps Like Prism – Clients for iPhone and iPad
View accounts, track expenses, manage budgets
View financial accounts and transaction history. Upload documents directly from the phone. Communicate with the financial team. Set account alerts and notifications. Access account statements and performance reports.
Prism – Clients screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
Amboy Digital Banking
Amboy Bank
Check balances, transfer funds, view transactions, make
Check balances, transfer funds, and view transaction history. Make deposits via photo. Find nearest branch or ATM. Access account information securely from a mobile device.
Living Balance Sheet®
The Guardian Life Insurance Company of America
View sheet, track goals, access documents, connect
View personal sheet and track financial goals. Manage tasks and access secure document vault. Connect with financial professional. Set priorities and monitor progress.
Willow Financial
Willow Financial LLC
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
SEI Connect - Investor
SEI Investments Management Corporation
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
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.
PassportWM
Passport Wealth Management LLC
View account info and contact support
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages and schedule appointments. Request account changes and download statements.
CSOB SmartBanking
Ceskoslovenska obchodna banka, a.s.
Manage accounts, send payments, track transactions
Access account balances and transaction history. Transfer funds between accounts. Pay bills and view monthly statements. Set up security questions and manage login preferences. Receive alerts for account activity.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.