Curated apps similar to Waldron Client Portal, ranked by relevance and user ratings.
Manage accounts, track expenses, send payments
WOORI BANK
Finance
Check balances, transfer funds, and pay bills. Deposit checks via photo. Set transaction alerts and lock accounts remotely. View spending trends and manage savings goals. Access customer support and update account details.
Irish Life Retail
Finance
Introducing the new MyIrishLife App by Irish Life Your financial and health home Your all-in-one platform for health, protection, pensions and investments. A simpler way to stay on top of your finances and cover. MyIrishLife brings all your plans into one secure platform.
Manage finances, view balances, make payments, save
PERSONAL FINANCE CENTER
Finance
View your Money Certificate balance. Make loan payments. Access and save monthly statements. Locate nearby branches and ATMs. Secure your account with a 4-digit passcode or biometric authentication.
Track investments and banking transactions
Wealthica Financial Technology Inc.
FinanceTrack net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
FUNDBUCKS TRADING COMPANY
FinanceWe create an investment strategy. Balanced - Legal - Safe. Matches your aspirations.
Tides.Network Inc.
FinanceMeet your personalized team of investing AI Agents. It’s like having your own team of experts each specializing in one investing area: - Fundamental Analysis - Technical Analysis - Momentum - Portfolio Strategy - Risk Analysis - Macro All working together to maximize your investing returns.
Barebone Group Holdings Limited
FinanceBarebone – AI-Powered Financial Research With Barebone, build your AI-powered financial research agent to uncover deeper market insights and analyze stocks with precision.
Savvy Wealth, Inc.
FinanceOur app has been designed exclusively for Savvy Wealth clients. Take control of your financial journey with ease, whether you're at home or on the go. We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape.
aiSmart GmbH
FinanceThe Qubic Wallet is a non-custodial wallet for the Qubic Network. You are in total control of your funds. Stay secure and access to your wallet with biometric authentication. Manage your Qubic assets in one place: • Send and receive Qubic assets effortlessly • View your transfers Access easily...
Manage prepaid cards and book expenses
PROFIT Financial, Inc.
FinanceManage business finances with prepaid cards, automated bookkeeping, invoicing, and merchant services. Pay bills, schedule payments, and access banking features. Track expenses and generate reports within the .
Invest in ETFs and manage your portfolio
Asia Wealth Platform Pte Ltd
FinanceInvest in globally diversified portfolios using low-cost ETFs. Select portfolios based on risk tolerance. Manage investments and track performance. Set up automatic contributions. Access real-time market data and research.
Vault12, Inc
FinanceCrypto Inheritance Management: Secure, Self-Custody Crypto Inheritance and Backup Vault12 is the pioneer in Crypto Inheritance Management, offering a simple yet powerful way to designate a legacy contact and pass on your crypto assets—like Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) —to future...
Manage accounts, apply for products, pay bills,
Al Rayan Bank PLC
FinanceManage personal accounts and nominated accounts. Apply for products online. Pay bills and send money. Contact the via secure messaging. View account balances and transaction history. Set up account alerts. Deposit checks by photo.
Build and manage long-term portfolios
Buena Capital Advisors, LLC
FinanceManage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.
Yieldclub, Inc.
FinanceBegin your journey toward better savings with YieldClub, the simple way to grow your savings with higher returns than a traditional bank without needing to know anything about crypto or investing.
PNL Fintech BV
FinanceFinom is a financial service where you can open a banking account, connect your other banks and manage your invoices.
Richton Bank & Trust
FinanceRichton Bank and Trust Mobile is your personal financial advocate.
HODL s.r.o.
FinanceTrack and research the financial markets: stock quotes, charts, screeners, market news, insider trading, portfolio tracking, earnings, and SEC filings analysis. PORTFOLIO TRACKING Track stocks, ETFs, mutual funds, and cryptocurrencies in your portfolios.
Blue Foundry Bank
FinanceEasily access all of your accounts and features right at your fingertips with our mobile app.
Track expenses, income, and budgets
Webron Software LTD
FinanceLog expenses and income with categorized entries for food, bills, shopping, salary, or freelance income. View visual reports and insights to analyze spending patterns. Set budget limits and receive notifications for overspending.
App information from Apple App Store. Waldron Client Portal and related trademarks belong to Waldron Private Wealth.