eMoney Client Portal app icon

Apps Like eMoney Client Portal for iPhone and iPad

by eMoney Advisor★ 4.115 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Bank of America Mobile Banking app icon

    Bank of America Mobile Banking

    Bank of America

    View balances, track activity, manage alerts

    View account balances and review transaction history. Activate or replace credit and debit cards. Set alerts for account activity. Transfer funds between accounts and pay bills securely. Send and receive money via Zelle using a U.S.

    ★ 4.85,025,036 ratingsFinanceFreeData updated 2026-09-14
  2. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
  1. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  2. RightCapital app icon

    RightCapital

    RightCapital Inc.

    Track accounts, view investments, connect with advisor

    View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.

    ★ 4.140 ratingsFinanceFreeData updated 2026-09-06
  3. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,020 ratingsFinanceFreeData updated 2026-09-06
  4. GuideCenter app icon

    GuideCenter

    United Capital Financial Advisers, LLC

    ★ 4.111 ratingsFinanceFreeData updated 2026-09-06
  5. OneUnited Bank: WiseOne AI app icon

    OneUnited Bank: WiseOne AI

    OneUnited Bank

    Check balances, transfer funds, pay bills

    Check balances, transfer funds, pay bills, and view cash back offers. Locate branches and ATMs, make deposits, and activate offers. Manage accounts and access transaction history.

    ★ 4.710,361 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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