Apps Like Devon Wealth and Trust Access for iPhone and iPad
Ranked alternatives
Showing 281–300 of 1,000 ranked alternatives.
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.
Bank of Beaver
The Bank of Beaver City
Access accounts anytime, anywhere securely.
The app provides access to account balances and activity. Users can transfer funds, manage cards, and deposit checks.
Cornerstone National Bank & Tr
Cornerstone National Bank & Trust Company
Pay bills, manage accounts, secure transactions
Check account balances and view transaction history. Transfer funds between accounts. Pay bills or send money to contacts. Turn debit card on or off remotely. Locate branches or ATMs. Contact customer service. Deposit checks via photo.
alooola
Glen Eagle Advisors, LLC
Invest in portfolios with expert guidance
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.
Clearstead Advisors, LLC
Clearstead Advisors, LLC
View portfolio, track assets, access account values
View account balances and portfolio details in real time. Track holdings and asset allocation. Monitor performance of individual assets and overall portfolio. Receive alerts for account activity.
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
Hohimer Wealth
Hohimer Wealth Management LLC
View portfolio, generate reports, store documents
View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.