CG Wealth 360 app icon

Apps Like CG Wealth 360 for iPhone and iPad

by Wealth Advisory Group, Inc.★ 5.01 ratingsFinanceFreeData updated 2026-09-06

CG Wealth 360 screenshots

Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. Priority Trust Credit Union app icon

    Priority Trust Credit Union

    Priority Trust Credit Union

    Check balances, transfer funds, pay bills

    Check account balances, transfer funds, pay bills, and view transaction history. Locate nearby branches and ATMs. Deposit checks via mobile camera. Set account alerts and manage contacts.

    ★ 4.81,459 ratingsFinanceFreeData updated 2026-09-10
  1. Client Access app icon

    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.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  2. Bernstein Private Wealth app icon

    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.

    ★ 4.258 ratingsFinanceFreeData updated 2026-09-12
  3. Choice Wealth Advisors app icon

    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.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
  4. PFG Private Wealth app icon

    PFG Private Wealth

    PFG Private Wealth Management, LLC

    Access your portfolio and financial plan anytime

    Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  5. Willow Wealth app icon

    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.

    ★ 4.61,638 ratingsFinanceFreeData updated 2026-09-16

How we rank alternatives

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