Altruist Client
Altruist Corp
Finance
Altruist gives you full access to your investments and your Altruist financial advisor.
Free
Finding alternatives to
Top 19 Alternatives
Curated apps similar to TruAdvisors, ranked by relevance and user ratings.
TruCommunity Bank
TruCommunity Bank
Finance
TruCommunity Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Free
TruPoint Bank
Access accounts, view balances, pay bills, transfer
TruPoint Bank
Finance
Access accounts and view balances. Pay bills and transfer funds between accounts. Manage debit card settings and deposit checks via photo. Send money to people and transfer to external accounts. Secure with a 4-digit passcode or biometric.
Free
-
#4 
Client Access
View accounts, manage investments, transfer funds, deposit
Raymond James Financial, Inc.
FinanceView 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.
Free -
#5 
ClientLink
Wedbush Securities, Inc.
FinanceThe ClientLink mobile app lets you access and manage your accounts and investments wherever you are.
Free -
#6 
Pinnacle Wealth
Access financial data and investment plans
Pinnacle Wealth Planning Services, Inc
FinanceView account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.
Free -
#7 
WealthCounsel
WealthCounsel LLC
FinanceThis application is designed to provide WealthCounsel members, and other professionals interested in estate planning and related topics, with access to WealthCounsel community activity.
Free -
#8 
Fountainhead
Fountainhead Capital Management, LLC
FinanceThe Fountainhead Advisors App provides you with convenient and easy account access on-the-go. Now you can view your holdings summary, track your portfolio values, analyze your investments' performance, access the latest news and market commentaries and securely contact your advisor.
Free -
#9 
iCapital,LLC
iCapital, LLC
FinanceThis Mobile App allows you to view your iCapital account information, balances and easily contact your advisor.
Free -
#10 
RPWA
Rise Private Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor
Free -
#11 
BlackDiamond WM
BlackDiamond Wealth Management Inc.
FinanceThis Mobile App allows you to view account information, balances, planning tools, and easily contact your advisor.
Free -
#12 
Choice Wealth Advisors
Choice Wealth Advisors, LLC
FinanceThis mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.
Free -
#13 
Dunham Mobile
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.
FinanceAccess your Dunham account, statements, confirmations and reset your password.
Free -
#14 
MV Invest
Martha's Vineyard Bank
FinanceUse the MV Invest app to view your Martha's Vineyard Investment Advisors account including performance and balances, or to easily contact your advisor.
Free -
#15 
Adapt Wealth
Adapt Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Free -
#16 
Fiduciary Trust Account Access
Fiduciary Trust Company
FinanceThe Fiduciary Trust Company mobile app provides clients with convenient access to account and other important information including: -Market Value -Positions -Recent Transactions -Documents Contact your Fiduciary Trust officer or advisor if you need login assistance.
Free -
#17 
Willow Financial
Willow Financial LLC
FinanceThe Willow Application is a secure financial dashboard for registered clients of the firm to be able to view their portfolio, upload files, communicate with the advisor team, and so much more at Willow Financial.
Free -
#18 
AIRE Advisors
AIRE Advisors, LLC
FinanceThis mobile app allows clients of AIRE Advisors to view their account information, balances, asset allocation, financial plans and more.
Free -
#19 
Bright Invest
Bright Investments, LLC
FinanceBright Investments mobile application allows you to view account valuations, performance, and quarterly reports for authorized users, in an application developed specifically for mobile devices.
Free
App information from Apple App Store. TruAdvisors and related trademarks belong to Truadvisors Financial, LLC.