Forvis Mazars Private Client app icon

Apps Like Forvis Mazars Private Client for iPhone and iPad

by Forvis Mazars Wealth Advisors LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Ranked alternatives

Showing 321–340 of 1,000 ranked alternatives.

  2. Catalyst FP app icon

    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.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details
  5. SAM Client App app icon

    SAM Client App

    Stansberry Asset Management, LLC

    Check performance, review portfolios, track investments

    Check investment performance, review portfolio details, and understand asset allocation. Subscribe to NewsFeed, download reports, view past webinars, and contact Customer Relationship Managers.

    ★ 4.65 ratingsFinanceFreeData updated 2026-09-06
    App details
  12. Karpus app icon

    Karpus

    Karpus Management, Inc.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

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