TruAdvisors app icon

Apps Like TruAdvisors for iPhone and iPad

by Truadvisors Financial, LLC★ 5.02 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. Credit Union 1 Mobile app icon

    Credit Union 1 Mobile

    Credit Union 1

    Access accounts anytime anywhere securely.

    The app allows users to view account balances and transactions. Users can transfer funds between checking and savings accounts and deposit checks securely.

    ★ 4.53,299 ratingsFinanceFreeData updated 2026-10-15
  1. SECU Net24 Mobile app icon

    SECU Net24 Mobile

    SCHLUMBERGER EMPLOYEES CREDIT UNION (INC)

    Access accounts, transfer funds, manage cards, pay

    Access account balances, transaction history, and card management. Perform balance transfers and bill payments. Enable deposits with separate approval. Set eAlerts and manage security questions.

    ★ 4.71,333 ratingsFinanceFreeData updated 2026-09-11
  2. Amboy Digital Banking app icon

    Amboy Digital Banking

    Amboy Bank

    Check balances, transfer funds, view transactions, make

    Check balances, transfer funds, and view transaction history. Make deposits via photo. Find nearest branch or ATM. Access account information securely from a mobile device.

    ★ 4.6410 ratingsFinanceFreeData updated 2026-09-18
  3. Broker xChief - Trading app icon

    Broker xChief - Trading

    XCHIEF INFORMATION TECHNOLOGY L.L.C

    Trade with regulated brokers worldwide

    Manage investment accounts with real-time market data and trade execution. Open and monitor PAMM accounts to invest in managed funds. Copy trades from experienced traders to replicate their strategies.

    ★ 4.71,501 ratingsFinanceFreeData updated 2026-09-06
  4. B1Bank Mobile Banking app icon

    B1Bank Mobile Banking

    Business First Bank, LLC

    Check balances and transfer funds

    Check account balances and transaction history. Transfer funds between accounts. Pay bills directly from the . Locate nearby branches and ATMs. Deposit checks via photo. Access secure account management across devices.

    ★ 4.61,477 ratingsFinanceFreeData updated 2026-09-08
  5. Holistic Planning+ app icon

    Holistic Planning+

    Uptick Partners, LLC

    View portfolios in real time

    View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  6. Benefits OnLine app icon

    Benefits OnLine

    Merrill Lynch

    Manage accounts and check balances

    Manage accounts by checking balances, detailed holdings, and transaction history. Update investment contributions and request loans or withdrawals. View interactive account summaries and graphics. Access financial information and documents securely.

    ★ 3.01,213 ratingsFinanceFreeData updated 2026-09-15
  7. FAST Credit Union app icon

    FAST Credit Union

    Families & Schools Together Federal Credit Union

    Check balances, view transactions, transfer money, pay

    Check balances and view recent transactions. Transfer money between accounts instantly. Pay bills and send money to others. Locate nearby ATMs and branches. Access account information anytime.

    ★ 4.81,540 ratingsFinanceFreeData updated 2026-09-10
  8. Snowball Analytics app icon

    Snowball Analytics

    Snowball Analytics

    Track investments and manage portfolios

    Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.

    ★ 4.81,845 ratingsFinanceFreeData updated 2026-09-06
  9. 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
  10. SEI Connect - Investor app icon

    SEI Connect - Investor

    SEI Investments Management Corporation

    Access accounts with biometrics

    Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.

    ★ 4.224 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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