SouthState Wealth Client App app icon

Apps Like SouthState Wealth Client App for iPhone and iPad

by SouthState Bank, National Association★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Abilene Teachers FCU Mobile app icon

    Abilene Teachers FCU Mobile

    Abilene Teachers Federal Credit Union

    Manage finances on the go easily.

    The app allows Abilene Teachers FCU members to check balances, view history, transfer funds, and pay bills. Users can also activate cash back offers and locate ATMs, with account information protected by encryption and multi-factor authentication.

    ★ 4.96,423 ratingsFinanceFreeData updated 2026-09-16
  2. LPL Account View app icon

    LPL Account View

    LPL FINANCIAL CORPORATION

    Access accounts, track trends, manage goals

    Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.

    ★ 4.64,229 ratingsFinanceFreeData updated 2026-09-15
  1. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
  2. Create Credit Union app icon

    Create Credit Union

    Clark County Credit Union

    Check balances, transfer funds, view transactions,

    Check balances and view transaction history anytime. Track pending transactions and manage fund transfers. Send and receive secure messages. Access branch locations and hours. Deposit checks by photo. View transaction details and approve transfers.

    ★ 4.74,126 ratingsFinanceFreeData updated 2026-09-08
  3. Wealthscape℠ app icon

    Wealthscape℠

    National Financial Services LLC

    Access real-time market data and trade securely

    Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.

    ★ 4.82,852 ratingsFinanceFreeData updated 2026-09-11
  4. Private Client Services app icon

    Private Client Services

    The Capital Group Companies Inc.

    Check balances and review assets

    Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.

    ★ 4.111 ratingsFinanceFreeData updated 2026-10-01
  5. My WSB app icon

    My WSB

    Watertown Savings Bank

    Manage accounts securely and customize your experience

    View account balances and transaction history. Tag transactions with notes for spending management. Access monthly statements. Customize dashboard layout for quick access to frequently used features. Set up alerts for account activity.

    ★ 4.92,109 ratingsFinanceFreeData updated 2026-09-06
  6. Willow Wealth app icon

    Willow Wealth

    Willow Wealth Inc.

    Invest in real estate and private equity

    Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.

    ★ 4.61,638 ratingsFinanceFreeData updated 2026-09-16
  7. DBS digibank - wealth app icon

    DBS digibank - wealth

    DBS Bank Ltd

    Invest, plan, and bank securely

    Manage finances with investment tools, budgeting features, and payment tracking. Set reminders for bills and payments. Access account insights and use smart shortcuts for quick transactions. Monitor spending and plan expenses within the .

    ★ 4.3562 ratingsFinanceFreeData updated 2026-09-12

How we rank alternatives

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