Apps Like LakeEffectWealth for iPhone and iPad
LakeEffectWealth screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Edward Jones
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Albert: Budgeting and Banking
Albert Corporation
Track expenses, save, and invest securely
Track expenses and create a monthly budget. Customize spending plans and monitor account activity. Earn cash back at select stores. Get 24/7 identity monitoring and access a financial genius for advice.
Marcus by Goldman Sachs®
Goldman Sachs
Open accounts and manage balances
Manage savings with features like opening and funding accounts, checking balances, and scheduling transfers. View current rates and use growth calculators. No minimum deposit required for savings accounts. Accounts are FDIC-insured.
M1: Invest & Bank Smarter
M1 Finance LLC
Earn, , and borrow with ease
Manage finances with high-yield savings, investment options, and borrowing features. Deposit funds, earn interest, and in stocks or ETFs. Create personalized investment portfolios or select pre-curated options.
Extra CU Mobile App
Extra Credit Union
Track balances, view transactions, transfer funds, pay
Check balances and view transactions. Add tags, notes, and photos to receipts and checks. Set balance alerts. Make payments to companies or individuals. Transfer funds between accounts. Deposit checks by taking a photo.
Alpine Bank - Alpine Mobile
Alpine Bank
Check balances, pay bills, set alerts
Check account balances and manage accounts remotely. Pay bills, set transaction and balance alerts. Send money via Zelle® to contacts. Add tags, notes, and receipt photos to transactions. Transfer funds between accounts.
SGH Wealth Management
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
CLB&T Mobile Banking
Clear Lake Bank and Trust Company
Aggregate accounts, view balances, manage transactions
Manage finances by aggregating accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds, pay bills, and check balances.
The Honesdale National Bank
The Honesdale National Bank
Manage accounts, view balances, transfer funds, pay
Monitor account balances and activity for HNB accounts. View transaction details and manage multiple accounts in one place. Set up alerts for account activity and transaction notifications. Perform fund transfers between accounts.
Xpress by FCB
First Community Bank VA
Track transactions with tags and notes
Manage finances by organizing transactions with tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks remotely.
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Apps are ranked by functional similarity, category fit, rating confidence, and popularity.