Apps Like Willow Financial for iPhone and iPad
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
Willow Financial screenshots
Ranked alternatives
Showing 241–260 of 1,000 ranked alternatives.
myASNB
Permodalan Nasional Bhd
Invest view and add funds securely
View investment portfolio and account balance. Sign up for a new account. Perform additional investments and invest in other funds. Track recent transactions. Manage investments from mobile or tablet.
AUBWM Total Wealth
Atlantic Union Bank
Track investments and view holdings
View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.
Washington Financial Bank
Washington Financial Bank
Bank on the go easily.
The app allows users to perform banking tasks remotely. Users can check account balances, search transactions, pay bills, transfer funds, and deposit checks.
Maroon Financial Credit Union
Maroon Financial Credit Union
Check balances and view transactions
Check account balances and view transaction history. Transfer funds between accounts. Pay bills and deposit checks via photo. Send money to other members. View check images and loan payment options. Find nearby branches or ATMs.
Wilkinson Global
Wilkinson Global Asset Management LLC
Access portfolio data anytime
View portfolio data including asset allocations and performance metrics. Access account balances and transaction history. Receive real-time updates and generate detailed reports. Manage investment holdings and track market trends.
MB&T Wealth
Montecito Bank & Trust
View portfolio details and performance data
View portfolio performance and account details. Access transaction history and investment summaries. Receive alerts for account activity. Manage account settings and contact support through the .
StockLight: NASDAQ Stocks News
StockLight Pty Ltd
Track , research ideas, manage portfolio
Track stock portfolios with real-time data and price alerts. Research using in- analysis tools. Monitor market trends and set investment goals. Access detailed company financials and . Place trades without commissions. Sync portfolio across devices.
NFSG 360
NFSG Corporation
Track investments and view market trends
Track investment performance with real-time portfolio updates and market trend analysis. Receive personalized financial insights and news. Access expert analysis and connect with advisors for tailored guidance.
Banconus
BANCONUS FINSERV PRIVATE LIMITED
Manage mutual funds, equity shares, bonds,
Track investment performance with historical data and portfolio reports. View transaction statements for any period. Download one-click account statements for Indian asset management companies.
Newtek Mobile Banking
Newtek Technology Solutions, Inc
Track balances, transfer funds, deposit checks, protect
Track account balances and review financial statements. Transfer funds between accounts securely. Submit check deposits via camera. Access recent transactions instantly. Use fingerprint or face ID for secure access.
Wealth Elite
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Invest in funds, track your portfolio, manage
Manage investment portfolios with real-time tracking and customizable dashboards. View performance metrics and portfolio composition. Access research-driven investment recommendations. Withdraw funds via integrated online ATM functionality.
HSBC CI & IoM
HSBC Global Services UK Limited
View accounts, track transactions, access documents
Log in securely using Touch ID or Face ID. View account balances locally and globally. Access statements and documents. Manage transactions and send money to existing payees. Generate security codes with biometric authentication.
Piscataqua Savings eMobile
PISCATAQUA SAVINGS BANK (INC)
Check balances, transfer funds, pay bills
Check balances, transfer funds, and pay bills directly from the . View transaction history and set up alerts. Securely deposit checks by photo and manage account settings remotely.
PFW Advisors
PFW Advisors LLC
View account info, check balances, contact advisor
View account details and balances. Contact directly through the . Access transaction history and manage account settings. Send secure messages and request support.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.