Curated apps similar to Waldron Client Portal, ranked by relevance and user ratings.
Plan, save, and invest wisely
Round Feather, Inc.
Finance
Track expenses, set budget limits, and receive personalized financial guidance. Monitor retirement savings, manage debt, and learn about employer benefits. Set goals and view progress reports to improve financial well-being.
Manage accounts, send money, track expenses
fidelity bank & trust international limited
Finance
Manage finances with account access and transaction tracking. Set real-time notifications for activity. Make bill payments and send money. Search for nearby branch and ATM locations. View account details and manage payments.
Track savings, check plan value, monitor performance
Financial Administration Services Limited
Finance
Manage retirement savings by tracking plan value and performance. Monitor contributions, update personal details, and adjust investments. Access planning tools, expert insights, and news related to retirement planning.
Track accounts, investments, and goals
Range Finance, Inc.
FinanceTrack income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
Manage payments and track property values
CALCON MUTUAL MORTGAGE LLC
FinanceView and manage payments anytime, anywhere. Track property values and trends. Adjust payment schedules and access account details securely. Receive payment confirmations and notifications.
View finances, chat with advisor, track expenses,
Tamarac Inc.
FinanceView financial data through an interactive dashboard. Access dynamic reports with current investment details. Store documents securely in a vault. Use budgeting tools to manage expenses. Communicate with a financial advisor within the .
Manage crypto, track expenses, and invest securely
ViZO Technology Limited
FinanceManage digital assets, send and receive payments, and load gift cards. Track spending, set budget limits, and monitor cryptocurrency holdings. View transaction history and access customer support through in- messaging.
Invest in assets and track your portfolio
Arta Finance Inc.
FinanceManage investments with AI-driven insights and personalized financial tools. Access elite investment opportunities and expert networks. Set financial goals, track performance, and adjust portfolios. View transparent pricing and transaction history.
Montrose Savings Bank
FinanceMontrose Savings Bank is your personal financial advocate.
Manage accounts, track expenses, send payments
WOORI BANK
FinanceCheck 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.
Track net and update assets automatically
Beeblesoft Ltd
FinanceTrack net with unlimited portfolios and assets. Manually update bank accounts, credit cards, and real estate. Automatically track stocks, ETFs, and crypto with real-time prices. Monitor dividends, cost basis, and unrealized gains or losses.
Irish Life Retail
FinanceIntroducing 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.
Alfa Capital, OOO UK
FinanceАльфа-Капитал: инвестируйте с лидером на рынке инвестиций* Инвестируйте с "Альфа-Капитал" – лучший онлайн-сервис по управлению активами (НАУФОР «Элита фондового рынка», 2024). Альфа-Капитал предлагает инвестиции для начинающих и опытных инвесторов.
Manage finances, view balances, make payments, save
PERSONAL FINANCE CENTER
FinanceView 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.
Genesis Block, LLC
FinanceHightop is the first non-custodial wallet that allows everyone to access the best DeFi opportunities while abstracting all the complexities.
Store, send, and track XRP transactions
XRP Healthcare Limited
FinanceManage and send XRP tokens securely with a non-custodial . View transaction history and balance. Send and receive payments using XRP Ledger. Store digital assets privately without third-party control.
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.
Manage investments and track portfolios
Industrial Alliance Insurance and Financial Services Inc.
FinanceManage 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.
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.
App information from Apple App Store. Waldron Client Portal and related trademarks belong to Waldron Private Wealth.