Apps Like Old Point Wealth GWAccess for iPhone and iPad
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
Banner Bank Mobile Banking App
Banner Bank
Manage accounts, view statements, transfer funds, pay
Manage debit card transactions, check account balances, and view electronic statements. Access notices, taxes, and deposit checks via photo. Transfer funds, pay bills, and create custom budgets.
TIAA
Teachers Insurance and Annuity Association America
Track accounts and manage investments
Manage retirement and brokerage accounts with secure access to account activity, contributions, and asset allocation. Transfer funds between retirement plan accounts and fund new brokerage accounts. Log in using password, Touch ID, or Face ID.
Lively Benefits
Lively, Inc.
View , manage accounts, track payments
View account balances, track , and manage payments. Receive notifications for important updates. Access support features and view detailed account information. Submit documents and update personal details remotely.
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.
Abilene Teachers FCU Mobile
Abilene Teachers Federal Credit Union
Manage finances on the go easily.
The app allows Abilene Teachers FCU members to check balances, view history, transfer funds, and pay bills. Users can also activate cash back offers and locate ATMs, with account information protected by encryption and multi-factor authentication.
Wealthscape℠
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
My WSB
Watertown Savings Bank
Manage accounts securely and customize your experience
View account balances and transaction history. Tag transactions with notes for spending management. Access monthly statements. Customize dashboard layout for quick access to frequently used features. Set up alerts for account activity.
Willow Wealth
Willow Wealth Inc.
Invest in real estate and private equity
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
Gulf Coast Bank
Gulf Coast Bank
Manage transactions with tags and notes
Manage finances with transaction tagging, notes, and receipt/photo uploads. Switch between personal and business accounts. Initiate secure messages with customer service and attach transaction details. Set up transactions and alerts.
DBS digibank - wealth
DBS Bank Ltd
Invest, plan, and bank securely
Manage finances with investment tools, budgeting features, and payment tracking. Set reminders for bills and payments. Access account insights and use smart shortcuts for quick transactions. Monitor spending and plan expenses within the .
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.