Apps Like Trust Advice: connect Advisor for iPhone and iPad
Trust Advice: connect Advisor screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
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.
Maricopa MyInfo
Maricopa County Community College District
Check aid status, contact advisor, review schedule,
Access student information including financial aid status, class schedules, and grades. Contact advisors, make payments, purchase books, and navigate to classes. View and order transcripts.
Paragon Advisor
Paragon Advisors, LLC
View portfolio values and contact your
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
Ameriprise Advisor Deposit
Ameriprise
Checks into client accounts
Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
PSBT Trust & Wealth
Peoples Security Bank and Trust Company
View balances, track transactions, manage portfolios
View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.