Apps Like SpirePoint Private Client for iPhone and iPad
SpirePoint Private Client screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
GWS&A
Global Wealth Strategies & Associates, LLC
View accounts, track balance, contact advisor
View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.
GS PWM
Goldman Sachs
View portfolio, contact team, track insights
View portfolio details including market value, investment performance, and recent activity. Access account balances and transaction history. Contact the financial team directly. Receive market insights and updates.
Citi Private Bank In View
Citibank, N.A.
Digital banking for private clients.
The app provides Citi Private Bank clients with a digital banking experience. It offers a comprehensive view of accounts, allowing exploration of portfolios, analysis of metrics, and access to publications.
Private Passport
Northern Trust Corporation
Wealth management suite extension for users.
The app provides real-time banking balances and activity, historical information for all accounts, and investment portfolios with intra-day price updates. Users can transfer money, pay bills, deposit checks, and find office locations.
Webster Bank Mobile App
Webster Financial Corporation
Manage accounts, deposit checks, view balances
Manage accounts with instant balance checks and check deposits via camera. Transfer funds between accounts and add payees for bill payments. Use Zelle to send and receive money securely.
Servbank Mortgage
SERVBANC HOLDCO, INC.
View accounts, manage payments, set auto pay,
View accounts and manage payments with secure access. Set up auto pay or make manual payments. Receive customizable notifications for payment reminders. Access and upload documents related to accounts.
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.
Catalyst FP
CATALYST FINANCIAL PARTNERS LLC
Access portfolios, accounts, and vault
Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.