Apps Like Old Point Wealth GWAccess for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Houston Trust GWAccess
Houston Trust Company
View portfolio, send messages, track transactions
View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.
Empower ®
Empower Annuity Insurance Company of America
Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
Summit Credit Union
Summit Credit Union
Track expenses, save, and invest wisely
Track income and expenses with categorized entries. View transaction history and account balances. Set budget limits and receive alerts. Sync accounts for consolidated financial overview. nd view monthly statements.
LPL Account View
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
CoinTracker: Portfolio & Taxes
Nino Finance, Inc.
Track crypto holdings and
Track cryptocurrency holdings and performance across wallets and exchanges. View net worth, gains, losses, and transaction history. Generate tax reports and export data for accounting. Set up alerts for price changes and updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.