Wealth Personal app icon

Apps Like Wealth Personal for iPhone and iPad

by Financial Planning Consultants of Northern Michigan, Inc.★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Wealth Personal screenshots

Ranked alternatives

Showing 101–120 of 1,000 ranked alternatives.

  1. NW Preferred FCU app icon

    NW Preferred FCU

    NW Preferred Federal Credit Union

    View balances, transfer funds, pay bills, deposit

    View account balances and transaction history. Transfer funds between accounts. Pay bills. Deposit checks by photo. Receive ATM and branch locations with directions. Contact customer support directly.

    ★ 4.8999 ratingsFinanceFreeData updated 2026-09-17
  1. FNCU Mobile app icon

    FNCU Mobile

    First Northern Credit Union

    Pay bills, manage cards, check balances

    Check account balances and recent transactions. Pay bills or friends, transfer funds, and deposit checks by photo. Turn debit card on/off remotely. Locate branches or ATMs. Contact customer service. Securely manage finances from anywhere.

    ★ 4.81,249 ratingsFinanceFreeData updated 2026-09-16
  2. NetX360® Mobile app icon

    NetX360® Mobile

    Pershing, LLC

    Conduct business operations on the move.

    The app provides access to client account information, market data, and trading capabilities. Users can view account details, contact clients, and monitor market shifts with real-time information.

    ★ 2.074 ratingsFinanceFreeData updated 2026-11-02
  3. Hohimer Wealth app icon

    Hohimer Wealth

    Hohimer Wealth Management LLC

    View portfolio, generate reports, store documents

    View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-21
  4. PSBT Trust & Wealth app icon

    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.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  5. 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
  6. 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
  7. Morgan Stanley Wealth Mgmt app icon

    Morgan Stanley Wealth Mgmt

    Morgan Stanley

    Manage accounts, access docs, transfer funds, deposit

    Manage financial accounts with Touch ID or Face ID access. View balances, activity, holdings, and projected income. Deposit checks, transfer funds, and access account documents. Collaborate with financial advisors securely.

    ★ 3.4456 ratingsFinanceFreeData updated 2026-09-09

How we rank alternatives

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