One+One Wealth
One Plus One Wealth Management
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send and receive messages for account-related inquiries.
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 281–300 of 1,000 ranked alternatives.
SeaCrest Mobile
Seacrest Wealth Management, LLC
View portfolio, track accounts, receive alerts
View portfolio valuations and account overviews. Access investment details and News Feed posts. Receive notifications for portfolio changes and new posts. Navigate features intuitively without needing advanced technical skills.
Paulson Wealth Mobile
PWM LLC
View account performance and track financial goals
View account balances and performance metrics. Access financial goal plans and progress. Receive personalized insights and updates from financial advisors. Adjust investment settings and review portfolio details.
Royal London
Royal London Mutual Insurance Society,Limited(The)
View savings and manage pension plans
View pension and ISA savings balances. Track contributions and tax relief. Access annual statements and plan details. Manage account settings and update personal information. Receive notifications for important updates.
Devashish
DEVASHISH SECURITIES PRIVATE LIMITED
Track assets and manage your portfolio
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, track historical performance, and generate transaction statements.
VÚB Mobile Banking
Vseobecna uverova banka, a.s.
Manage accounts, transfer funds, view statements
Manage finances with remote features including contacting advisors, uploading documents, and signing documents digitally. Confirm online card payments using PIN or biometrics. Customize settings for personalized experience.
Homeside Financial
Lower, LLC
Track loans, receive updates, submit conditions
Track loan progress and receive real-time updates. Verify loan details and status. Submit conditions and set reminders for key dates. Initiate chat for support. Stay informed from origination to closing.
BIP ClientCare
BIP Technology, LLC
View portfolio, track assets, receive insights
View asset performance data, access portfolio details, and receive personalized insights. Track investments, set reminders, and communicate with financial advisors. Receive notifications and update account information securely.
NBK Wealth
Watani Investment Company K.S.C.C
Manage assets, plan finances, invest wisely
Manage investments, plan finances, and access advisory services. Track portfolio performance, set financial goals, and receive personalized recommendations. Schedule meetings, view account statements, and communicate with advisors securely.
AIRE Advisors
AIRE Advisors, LLC
View account info, balances, and financial plans
View account balances and asset allocation details. Access financial plans and transaction history. Receive real-time updates and portfolio performance metrics. Manage investments and contact support through in- messaging.
M36
Union Bank of Nigeria Plc
Invest in, manage, and track your portfolio
Manage investments with personalized online products and services. Track portfolio performance, set financial goals, and receive market insights. Adjust investment strategies and access account statements securely.
ENZI Wealth
ENZI WEALTH LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.