Apps Like Indivisible Partners for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
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.
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
Pinnacle Financial Partners
Pinnacle Financial Partners
Banking features for mobile users.
The app allows users to check account balances, search transactions, and transfer funds between accounts. Users can submit check deposits, manage payees, and find nearby branches and ATMs.
PenFed Mobile
pentagon federal credit union
Access accounts, move money, manage finances
Access accounts and manage statements. Make deposits and payments. Transfer money between accounts. Pay bills directly. View transaction history and set up alerts.
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.
Cedar Point Capital Partners
Cedar Point Capital Partners, LLC
View financial data and reports
View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.
Shareworks
Morgan Stanley
Track shares, manage portfolio, exercise options
Manage and forecast your portfolio. Track past and future events. View transaction history and employee stock purchase plan holdings. Sell or transfer shares. Exercise options. Take action on restricted stock awards.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.