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 341–360 of 1,000 ranked alternatives.

  3. 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
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  6. MyJanney app icon

    MyJanney

    Janney Montgomery Scott LLC

    ★ 4.06 ratingsFinanceFreeData updated 2026-09-10
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  7. Lake City Bank Wealth Access app icon

    Lake City Bank Wealth Access

    Lake City Bank

    Track balances, view trades, and check holdings

    View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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  9. Warburton app icon

    Warburton

    Warburton Capital Management, LLC

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-22
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  15. RZH Advisors app icon

    RZH Advisors

    Relyea Zuckerberg Hanson LLC

    View account info, check balances, contact advisor

    View account balances and transaction details. Contact directly. Add external accounts to track net worth. Access Fidelity custodial statements in a secure document vault.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-13
    App details

How we rank alternatives

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