NueAccount Mobile
SynergyBill, Inc
Manage health accounts and benefits
Manage healthcare and tax-favored benefit accounts through a single . View account balances, access enrollment documents, and update personal information.
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 361–380 of 1,000 ranked alternatives.
GlobalWealth Access
Fi-Tek, LLC
Portfolio data securely
Portfolio data including account balances, performance metrics, and asset allocations. View detailed reports and transaction history. Receive real-time updates and set up account alerts.
PFG Private Wealth
PFG Private Wealth Management, LLC
Access your portfolio and financial plan anytime
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
Proinvest
PROINVEST WEALTH MANAGERS PRIVATE LIMITED
Track investments and view portfolio updates
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme-specific information. Monitor mutual fund and equity share investments.
Chief Financial Credit Union
Chief Financial Federal Credit Union
Access accounts, deposit checks, and manage banking
Access account information, deposit checks via photo, transfer funds, and view branch locations. Retrieve contact details and navigate to the website through the .
KFinKart-Distributors
KFIN TECHNOLOGIES LIMITED
Invest in mutual funds anytime
Access mutual fund information and manage transactions. Input customer details, upload documents, and process investments directly. Monitor transactions and retrieve account statements. Share documents and communicate with clients securely.
WCT Investments
Excel Net Solutions Private Limited
Track and manage portfolio assets
Manage and monitor financial portfolio with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports, view historical performance, and access transaction statements.
Endowus
Endowus Technologies Pte. Ltd.
Invest in diversified portfolios
Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.
Great Lakes Financial
GREAT LAKES FINANCIAL, LLC
Schedule and view payments in real-time
Make and schedule payments to in real-time. View payment history and transaction details. Set reminders for upcoming payments. Manage account information and update contact details.
RZH Advisors
Relyea Zuckerberg Hanson LLC
View account info, check balances, contact advisor
View account balances and transaction details. Contact directly. Add external accounts to track net worth. Access Fidelity custodial statements in a secure document vault.
HDFC Bank Home Loans
Housing Development Finance Corporation Ltd
Manage , track payments, view statements
Access loan account information including summary, payment details, and disbursement records. Request forms and track application status. Make payments and view transaction history. Receive notifications and manage loan-related documents.
CJM Wealth Adv.
CJM Wealth Advisers, Ltd.
View account info, check balances, contact advisor
View account details and balances in real time. Contact your financial advisor directly through the . Send secure messages and request assistance for account-related queries.
FWBL Digital
First Women Bank Limited
Access accounts, transfer funds, view transactions
Access account balances and view mini-statements. Retrieve full account statements. Perform transactions securely using biometric, PIN, or face recognition. Manage financial activities anytime, anywhere.
Beacon Hill
Beacon Hill Private Wealth LLC
View portfolio values and allocations
View portfolio values and allocations in real time. Track asset distributions and performance metrics. Receive notifications for account activity and market changes. Adjust investment settings and access detailed reports.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.