Apps Like Crescent Wealth Connect for iPhone and iPad
Crescent Wealth Connect screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Yahoo Finance: Stocks, Markets
Yahoo Inc.
Track , get alerts, and view real-time
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
CoinStats: Crypto Portfolio
COINSTATSAPP LLC
Track , DeFi, and NFT assets
Track cryptocurrency, DeFi, and NFT assets in one place. View real-time prices, market data, and performance. Add custom coins, set price alerts, and analyze historical trends. Export data and monitor transactions across multiple wallets.
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.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
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.
Ledger Wallet™ crypto app
Ledger SAS
Manage assets securely
Manage digital assets with secure storage, sending, receiving, buying, selling, swapping, staking, and using . View balances, track transactions, and access market data. Set up multi-signature wallets and enable hardware security module integration.
Glacier Bank
Glacier Bank
Set preferences, move money, pay bills, manage
Manage finances with account balances, transaction history, and check images. Pay bills, deposit checks, and move money between accounts. Set alerts and preferences. View statements and locate nearby branches. Manage debit card settings.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
Willow Wealth
Willow Wealth Inc.
Invest in real estate and private equity
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
FCB NOW Mobile
First Community Bank TX
Check balances, make transfers, pay bills,
Check balances and review recent transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Deposit checks remotely using camera. Transfer funds between accounts. View account history and transaction details.
Carrollton Bank for Consumers
Carrollton Bank IL
Check balances, make transfers, pay bills,
Check balances and review recent transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Make deposits via check photo. Transfer funds between accounts. Lock cards and set alerts remotely.
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.
ChristianFCU Banking
Christian Financial Credit Union
Check balances with face or fingerprint
Manage finances with account access, balance checks, and secure logins. View balances via Quick Balance or home screen widget. Use fingerprint or face recognition for login. Transfer funds, pay bills, and monitor transactions.
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.