Douglass Winthrop Portal app icon

Apps Like Douglass Winthrop Portal for iPhone and iPad

by DOUGLASS WINTHROP ADVISORS, LLC★ 5.04 ratingsFinanceFreeData updated 2026-09-06

Douglass Winthrop Portal screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Winthrop Area FCU Mobile app icon

    Winthrop Area FCU Mobile

    WINTHROP AREA FEDERAL CREDIT UNION

    Check balances and transfer funds easily.

    The app allows users to check balances, view transaction history, transfer funds, and pay loans. Users can contact Winthrop Area FCU with questions about the application.

    ★ 5.01 ratingsFinanceFreeData updated 2026-10-03
  2. Empower ® app icon

    Empower ®

    Empower Annuity Insurance Company of America

    Track expenses, view balances, manage budgets

    Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.

    ★ 4.8418,009 ratingsFinanceFreeData updated 2026-10-12
  3. UBS Wealth Management app icon

    UBS Wealth Management

    UBS AG

    Manage accounts, track spending, set budgets

    Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.

    ★ 4.864,633 ratingsFinanceFreeData updated 2026-09-09
  1. Qapital: The Money Saving App app icon

    Qapital: The Money Saving App

    Qapital, LLC

    Save , invest, and budget automatically

    Set savings goals and automatically transfer funds. Track spending patterns and receive insights. Adjust budgets and monitor progress over time. Link accounts to manage across multiple platforms.

    ★ 4.885,843 ratingsFinanceFreeData updated 2026-09-09
  2. 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.

    ★ 4.67,564 ratingsFinanceFreeData updated 2026-09-11
  3. TaxDome Client Portal app icon

    TaxDome Client Portal

    TaxDome LLC

    Review documents, chat securely, sign agreements, upload

    Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.

    ★ 4.940,758 ratingsFinanceFreeData updated 2026-09-18
  4. Equitable Mobile App app icon

    Equitable Mobile App

    Equitable Financial Services, LLC

    Manage accounts, view history, access documents

    Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.

    ★ 4.735,011 ratingsFinanceFreeData updated 2026-09-20
  5. OneAmerica Retirement app icon

    OneAmerica Retirement

    American United Life Insurance Co Inc

    Manage accounts and access financial resources

    Manage accounts with transaction history and activity tracking. Access financial wellness resources and tools. View balances and transaction details. Switch between English and Spanish language settings. Set up and manage account alerts.

    ★ 4.79,272 ratingsFinanceFreeData updated 2026-09-06
  6. Grifin: Stock Where You Shop™ app icon

    Grifin: Stock Where You Shop™

    Grifin LLC

    Invest in companies you spend

    Track spending at partnered businesses and automatically invest $1 in those companies' stocks. Set weekly investment limits and receive weekly performance reports. Manage investments and adjust limits through the .

    ★ 4.57,432 ratingsFinanceFreeData updated 2026-09-25
  7. Trading Game Stock Market Sim app icon

    Trading Game Stock Market Sim

    Chimpanzee, LLC

    Trade stocks, manage portfolios, outsmart the

    Manage a portfolio by stocks to attract clients. Use insider info, analyst ratings, or technical charts. Navigate SEC regulations through bribes or violations. Pursue venture capital opportunities to grow wealth.

    ★ 4.86,230 ratingsGamesFreeData updated 2026-09-06
  8. S&P Capital IQ Pro app icon

    S&P Capital IQ Pro

    S&P Global Market Intelligence LLC

    Access real-time data and market news

    Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.

    ★ 4.63,012 ratingsFinanceFreeData updated 2026-09-13

How we rank alternatives

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