OWM Client Portal app icon

Apps Like OWM Client Portal for iPhone and iPad

by ADOFAM, INC★ 0.00 ratingsFinanceFreeData updated 2026-09-06

OWM Client Portal screenshots

Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. Hedge – Invest With Friends app icon

    Hedge – Invest With Friends

    Hedge Capital Markets Inc.

    And family together

    In stocks, bonds, and ETFs or family. Set investment goals and track performance. Share portfolios and collaborate on decisions. Withdraw funds and view transaction history. Manage multiple accounts and set spending limits.

    ★ 4.2132 ratingsFinanceFreeData updated 2026-09-06
  2. TradeUP: Trade, Invest & Save app icon

    TradeUP: Trade, Invest & Save

    TRADEUP INC

    Trade stocks, ETFs, and options

    Trade stocks, ETFs, and options with zero commission fees. No fees on options trading. Access markets Monday to Friday. Subscribe to IPOs with one click. View real-time quotes and order execution. Manage portfolios and track performance.

    ★ 4.0337 ratingsFinanceFreeData updated 2026-09-21
  1. First Oak Wealth Management app icon

    First Oak Wealth Management

    First Oak Wealth Management LLC

    Access portfolio data securely

    Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  2. Tradier app icon

    Tradier

    Tradier Inc.

    Trade stocks, ETFs, and options with one

    Trade stocks, ETFs, and options with commission-free transactions. Manage multiple accounts, execute advanced strategies like multileg options and covered calls, and access real-time market data. Create and customize watchlists to track investments.

    ★ 4.6331 ratingsFinanceFreeData updated 2026-09-06
  3. Grand Wealth Management LLC app icon

    Grand Wealth Management LLC

    Grand Wealth Management, LLC

    View portfolio data securely

    Access portfolio data and manage investments through a secure web interface. View account balances, transaction history, and performance metrics. Receive real-time updates and communicate with financial advisors for account inquiries.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  4. Composer: AI Trading app icon

    Composer: AI Trading

    Composer Technologies Inc.

    Create strategies with AI

    AI generates strategies based on user input without coding. Users can backtest strategies, customize settings, and automate trades. The supports stocks and ETFs, offering access to thousands of community-built strategies.

    ★ 4.4485 ratingsFinanceFreeData updated 2026-09-06
  5. Gotrade - Invest in US stocks app icon

    Gotrade - Invest in US stocks

    TR8 Securities Inc.

    In with just four taps

    Buy and sell in the US market with fractional share purchases. in individual like Apple or Tesla with as little as $1. View portfolio performance and track stock prices in real time.

    ★ 4.8168 ratingsFinanceFreeData updated 2026-10-02
  6. BenefitsForYou app icon

    BenefitsForYou

    CMFG LIFE INSURANCE COMPANY

    Track retirement accounts anytime

    Monitor retirement accounts with 24/7 access. View 401k and other savings plans from a single account. Use RetireOnTarget to plan retirement income. Track current and projected retirement income levels. Set and adjust retirement income goals.

    ★ 1.7249 ratingsFinanceFreeData updated 2026-09-11
  7. ICD Portal app icon

    ICD Portal

    INSTITUTIONAL CASH DISTRIBUTORS TECHNOLOGY, LLC

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  8. Sturgis Bank app icon

    Sturgis Bank

    Sturgis Bank & Trust Company

    View balances, check history, pay bills, transfer

    View account balances and transaction history. Pay bills and send money via Popmoney. Transfer funds between accounts. Deposit checks using mobile deposit. Locate nearby branches and ATMs.

    ★ 4.8705 ratingsFinanceFreeData updated 2026-09-09
  9. Xantos app icon

    Xantos

    Xantos Labs LLC

    Invest in portfolios and manage assets

    Manage investment portfolios with customizable asset allocation and performance tracking. View real-time market data and historical returns. Set investment goals and receive personalized insights. Adjust portfolio risk level and monitor expenses.

    ★ 4.852 ratingsFinanceFreeData updated 2026-09-06
  10. RUUT app icon

    RUUT

    Sherpa Brokers LLC

    Invest in companies and portfolios

    Create personalized investment portfolios based on investor profile. Invest in top U.S. companies and ETFs with a minimum of one dollar. View account balances and transaction history. Set investment goals and track progress.

    ★ 4.642 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.