Advisor Terminal app icon

Apps Like Advisor Terminal for iPhone and iPad

by Advisor Terminal Inc.★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Webull: Investing & Trading app icon

    Webull: Investing & Trading

    Webull Technologies Pte. Ltd.

    Invest and manage your wealth

    Deposit funds to earn bonus interest rates. Manage investments with cash management tools and IRA matching. Trade stocks, ETFs, and options with zero commissions. Access market insights and predictive tools for decisions.

    ★ 4.7329,220 ratingsFinanceFreeData updated 2026-09-06
  2. Paragon Advisor app icon

    Paragon Advisor

    Paragon Advisors, LLC

    View portfolio values and contact your

    View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  3. CPS Portal app icon

    CPS Portal

    CHAS. P. SMITH & ASSOCIATES, P.A., C.P.A.'S

    ★ 2.33 ratingsFinanceFreeData updated 2026-09-06
  4. Mazda Financial Services app icon

    Mazda Financial Services

    TOYOTA MOTOR CREDIT CORPORATION

    Manage payments and view account details

    Manage auto leases and loans with real-time balance tracking and account details. Schedule one-time payments. View multiple accounts in a simplified interface. Access Snapshot for instant insights.

    ★ 4.833,457 ratingsFinanceFreeData updated 2026-09-06
  5. EFE app icon

    EFE

    Edelman Financial Engines, LLC

    Track accounts and view progress

    View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.

    ★ 4.66,967 ratingsFinanceFreeData updated 2026-09-06
  6. ARK Financial Client Portal app icon

    ARK Financial Client Portal

    Ark Financial Management, LLC

    Access portfolio data and manage investments

    Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  7. Tody app icon

    Tody

    Looploop IVS

    Track dirtiness and manage cleaning tasks

    Manage household cleaning tasks based on actual need, not fixed dates. Visualize dirtiness and cleaning impact to guide and motivate routines. Set optional reminders and control cleaning schedules without deadlines or forced notifications.

    ★ 4.810,671 ratingsProductivityFreeData updated 2026-09-08
  8. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,020 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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