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 321–340 of 1,000 ranked alternatives.
Silo Markets: Points On Stocks
Silo Financial LLC
Invest in and ETFs securely
View investment options including , ETFs, government bonds, and indexes. Manage funds with SIPC and FDIC insurance. Access assets stored securely with Interactive Brokers. Track portfolio performance and adjust investments as needed.
Strategence Capital
Strategence Capital, LLC
View portfolio, track performance, access financial info
View portfolio details, including positions and performance. Add external retirement plans. Access contact information and website links. Retrieve financial data and manage account overview.
Simplii Financial
Canadian Imperial Bank of Commerce
Pay bills, transfer funds, and send money
Check balances, pay bills, and transfer funds. Send and receive money via Interac e-Transfer. Order foreign cash and send money internationally without transfer fees. Apply for foreign currency savings accounts and access exclusive offers.
T-Plus
SomBank Ltd
Remit, transfer, and pay bills
Remit funds, withdraw cash, request money, and transfer funds. Purchase goods and services, pay utility bills, and manage account transactions. View balance and transaction history.
Symphonia Wealth
SYMPHONIA WEALTH PRIVATE LIMITED
Track assets and manage your portfolio
View portfolio performance and download complete reports with all assets. Track mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access transaction statements for any period. Log in using Google email.
Insynch Wealth
Insynch LLP
Track portfolio assets and reports
Manage financial portfolio with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in via Google email.
Prism – Clients
Prism Planning and Solutions Group, LLC
View accounts, track expenses, manage budgets
View financial accounts and transaction history. Upload documents directly from the phone. Communicate with the financial team. Set account alerts and notifications. Access account statements and performance reports.
Investia
Industrial Alliance Insurance and Financial Services Inc.
Manage investments and track portfolios
Manage investments with real-time portfolio tracking and performance analysis. View detailed fund information and historical data. Place trades, set up recurring contributions, and access customer support through secure messaging.
Charles Stanley My Accounts
Charles Stanley & Co Ltd
Access investment accounts securely and conveniently.
The app provides Charles Stanley clients with access to their investment accounts. Users can view portfolio valuations, transaction history, important documents, and communicate securely with their investment manager.
Finowlish
FINOWLISH PRIVATE LIMITED
Track investments and manage assets
Manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
Vision Ladder
VISION LADDER LLP
Manage mutual funds, equity shares, bonds,
Manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
CBC Mobile
KBC Global Services NV
Transfer funds and check balances
Check account balances, transfer funds, and make payments without a card reader. View transaction history and set up alerts. Manage insurance policies and file claims securely. Access customer support and update personal information remotely.
Bellwether
Bellwether Associates LLP
Track assets and manage your portfolio
Manage and track financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.