Apps Like myDATAapp for iPhone and iPad
Ranked alternatives
Showing 441–460 of 1,000 ranked alternatives.
Hemington
Hemington Wealth Management LLC
View account info, balances, and reports
View account details, check balances, and access transaction reports. Filter by date or category. Set up custom alerts for spending thresholds. Export statements in PDF format.
CJM Wealth Adv.
CJM Wealth Advisers, Ltd.
View account info, check balances, contact advisor
View account details and balances in real time. Contact your financial advisor directly through the . Send secure messages and request assistance for account-related queries.
PWP Portal
Performance Wealth Partners, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send and receive messages for account inquiries. Access transaction history and manage account settings.
Oak Grove Capital Mobile
Oak Grove Capital, LLC.
View portfolio values and contact your advisor
View portfolio values and asset allocations in real time. Contact your financial advisor directly through the . Receive updates on account performance and transaction history.
Sherman Wealth
Sherman Wealth Management, LLC.
View account balances and performance
View account balances, performance metrics, and transaction statements. Access detailed reports and portfolio summaries. Set up recurring transactions and schedule bill payments. Receive real-time notifications for account activity.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.