Prosperity Client Portal app icon

Apps Like Prosperity Client Portal for iPhone and iPad

by Prosperity Financial Group, Inc.★ 5.01 ratingsFinanceFreeData updated 2026-09-06

Prosperity Client Portal screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Prosperity Mobile Banking app icon

    Prosperity Mobile Banking

    Prosperity Bank

    Check balances and make transfers

    Check account balances and view recent transactions by date, amount, or check number. Transfer funds between accounts, pay bills, and deposit checks via photo. Find branch locations and manage payments through the .

    ★ 4.883,623 ratingsFinanceFreeData updated 2026-09-08
  1. 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
  2. CornerStone Bank (VA) app icon

    CornerStone Bank (VA)

    CornerStone Bank, National Association

    View accounts, transfer funds, and manage budgets

    View account balances and transaction history. Transfer funds between accounts. Make deposits via photo. Set up alerts and manage account settings. Access account activity and transaction details.

    ★ 4.8127 ratingsFinanceFreeData updated 2026-09-06
  3. Baird Online app icon

    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.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
  4. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  5. Running Point Capital app icon

    Running Point Capital

    Running Point Capital Advisors, LLC

    Access portfolio and financial data securely

    Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
  6. 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
  7. MFG app icon

    MFG

    The Marshall Financial Group LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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