Apps Like SouthState Wealth Client App for iPhone and iPad
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
FNC Bank Mobile Banking
First National Community Bank
View balances and transactions
View account balances and transaction history. Search transactions by description and add tags, notes, or images. Set balance alerts and manage payments to individuals or businesses.
Composition Wealth Portal
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
KVSB
Kaw Valley State Bank & Trust Co
View balances and track transactions
Access account balances and transaction history. View eStatements and manage transfers. Pay bills and friends. Deposit checks via photo. Set account alerts and stop payments. Use biometric login for secure access.
myBOC Mobile
Bank of Commerce
Manage accounts, transfer funds, and monitor transactions
Manage bank accounts with transaction tagging, notes, and receipt/photo uploads. Set balance alerts. Access account balances, transfer funds, and pay bills. View transaction history and security features including multi-factor authentication.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
First National Bank Pierre
First National Bank SD-MN
Transfer money, pay bills, check balances, find
Access account balances, transfer funds between accounts, pay bills, locate ATMs and branches, and view recent transactions. Enroll through PC Express home internet banking to use the .
CIBC Mobile Wealth
Canadian Imperial Bank of Commerce
Monitor investments and trade on the go.
The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
Morgan Stanley Wealth Mgmt
Morgan Stanley
Manage accounts, access docs, transfer funds, deposit
Manage financial accounts with Touch ID or Face ID access. View balances, activity, holdings, and projected income. Deposit checks, transfer funds, and access account documents. Collaborate with financial advisors securely.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.