MyJWA app icon

Apps Like MyJWA for iPhone and iPad

by Julius Wealth Advisors, LLC★ 5.01 ratingsFinanceFreeData updated 2026-09-06

MyJWA screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Webull: Investing & Trading app icon

    Webull: Investing & Trading

    Webull Technologies Pte. Ltd.

    Invest and manage your wealth

    Deposit funds to earn bonus interest rates. Manage investments with cash management tools and IRA matching. Trade stocks, ETFs, and options with zero commissions. Access market insights and predictive tools for decisions.

    ★ 4.7329,220 ratingsFinanceFreeData updated 2026-09-06
  1. BKM Wealth app icon

    BKM Wealth

    BKM Wealth Management, LLC

    View accounts, track goals, manage finances

    View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  2. Gatewood Wealth Solutions app icon

    Gatewood Wealth Solutions

    Gatewood Wealth Solutions, LLC

    Manage finances and track investments

    Access financial plans, investment performance, and cash flow data anytime. View detailed reports, track expenses, and set financial goals. Receive alerts for account activity and securely manage investments.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  3. S&P Capital IQ Pro app icon

    S&P Capital IQ Pro

    S&P Global Market Intelligence LLC

    Access real-time data and market news

    Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.

    ★ 4.62,858 ratingsFinanceFreeData updated 2026-09-06
  4. Empower Personal Dashboard™ app icon

    Empower Personal Dashboard™

    Personal Capital Corporation

    Track expenses, plan budgets, manage accounts

    Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.

    ★ 4.646,516 ratingsFinanceFreeData updated 2026-09-06
  5. Equitable Mobile App app icon

    Equitable Mobile App

    Equitable Financial Services, LLC

    Manage accounts, view history, access documents

    Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.

    ★ 4.730,043 ratingsFinanceFreeData updated 2026-09-06
  6. Morningstar Investor app icon

    Morningstar Investor

    Morningstar, Inc.

    Track investments, analyze portfolios, set goals

    Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.

    ★ 4.07,032 ratingsFinanceFreeData updated 2026-09-08
  7. OneAmerica Retirement app icon

    OneAmerica Retirement

    American United Life Insurance Co Inc

    Manage accounts and access financial resources

    Manage accounts with transaction history and activity tracking. Access financial wellness resources and tools. View balances and transaction details. Switch between English and Spanish language settings. Set up and manage account alerts.

    ★ 4.79,272 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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