Apps Like Forvis Mazars Private Client for iPhone and iPad
Forvis Mazars Private Client screenshots
Ranked alternatives
Showing 181–200 of 1,000 ranked alternatives.
MyGeorgia Credit Union
MyGeorgia Credit Union
Track balances, send payments, manage accounts
Check balances, deposit checks, transfer funds, and pay bills securely. Track cards in real-time with MyCard HQ to lock/unlock, set travel notices, and view transactions.
Thrivent Financial
Thrivent Financial For Lutherans
Track investments and insurance securely
Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.
Living Balance Sheet®
The Guardian Life Insurance Company of America
View sheet, track goals, access documents, connect
View personal sheet and track financial goals. Manage tasks and access secure document vault. Connect with financial professional. Set priorities and monitor progress.
EarlyBird: Invest & Celebrate
Earlybird Central Inc.
In children's futures and collect gifts
In children's future with professionally managed portfolios. Receive financial gifts from loved ones and save milestones as memories. Set up recurring contributions and track investment growth over time.
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.
Atlantic Union Bank Wealth
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.