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
App detailsView in App Store

Prosperity Client Portal screenshots

Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  1. DecisionPoint Financial app icon

    DecisionPoint Financial

    DecisionPoint Financial, LLC

    Track expenses, view reports, manage investments, secure

    View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
    App details
  3. MyWLTH app icon

    MyWLTH

    WLTH Capital Management, LLC

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details
  9. Bernstein Private Wealth app icon

    Bernstein Private Wealth

    AllianceBernstein L.P.

    Access account balances and transfer funds

    Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.

    ★ 4.258 ratingsFinanceFreeData updated 2026-09-12
    App details
  11. Bragg Client Portal app icon

    Bragg Client Portal

    Bragg Financial Advisors, Inc.

    Track expenses, budget, and secure documents

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely via a document vault. Access budgeting tools and additional financial features.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
    App details
  13. SOA Mobile app icon

    SOA Mobile

    Seasons of Advice Wealth Management, LLC

    ★ 4.36 ratingsFinanceFreeData updated 2026-09-16
    App details

How we rank alternatives

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