Curated apps similar to TruAdvisors, ranked by relevance and user ratings.
Greyspace Financial LLC
Finance
This app is for clients who use Greyspace Financial Services. View detailed analytic reports, load bookkeeping receipts, and schedule meetings all on your phone. An all-in-one encrypted portal for every client to access their business reports & bookkeeping documents.
T4 Software, Inc.
Finance
This application allows users to keep track of their net worth with screens that allow you to quickly update information. You can use this application to keep track of your money as you spend it, and to view the account history to see how the balance has changed over time.
Ritholtz Wealth Management, LLC
Finance
This Mobile App allows you to view account information, balances and easily contact your advisor.
Fairhaven Wealth Management, LLC
FinanceMyFairhaven is the smart way to track and manage your account information, balances and easily contact your advisor.
iCapital, LLC
FinanceThis Mobile App allows you to view your iCapital account information, balances and easily contact your advisor.
AIRE Advisors, LLC
FinanceThis mobile app allows clients of AIRE Advisors to view their account information, balances, asset allocation, financial plans and more.
Rise Private Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor
Mayflower Advisors, LLC
FinanceMayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal...
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.
Yowlo Inc.
FinanceYowlo provides access to guided financial analysis and informed decision-making for individual investors. Every investment starts with an idea. Use our powerful and intuitive screening tools to choose which stocks to follow.
eVestment Alliance, LLC
FinanceFor institutional investors, consultants, asset managers and hedge funds subscribing to eVestment Analytics, this free app provides on-the-go access to manager research, due diligence, competitive comparisons, interactive charting and more.
Capital Advisors Wealth Management, LLC
FinanceThe Capital Advisors mobile phone applications enables our Clients to access their portfolio data in a simple and elegant interface. Requirements: You need to be a Client of our Firm to be authorized to download this application. Please call us at 866.469.5030 for any questions.
BlackDiamond Wealth Management Inc.
FinanceThis Mobile App allows you to view account information, balances, planning tools, and easily contact your advisor.
Anishu, Inc.
FinanceThe Finances application provides an integrated set of features to help you manage your cash flow and investments: - For cash flow, Finances supports tracking expenses and income, and includes support for budgets, accounts, payees, and bill tracking. - For investments, Finances supports...
Adapt Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Paragon Advisors, LLC
FinanceParagon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.
Midwest Financial Partner
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Portside Investment Advisors LLC
FinanceThis app allows you to access account information.
INSTITUTIONAL CASH DISTRIBUTORS TECHNOLOGY, LLC
FinanceWherever you are, you can securely access ICD Portal to view your balances, exposure, and fund performance. Authorized users can: VIEW PORTFOLIO DASHBOARDS o See trade status and balances by portfolio, account or entity o Understand and monitor yields on investments o Review historical fund...
UBL Fund Managers Limited
FinanceUBL Funds app is a user-friendly application that provides you easy, seamless and direct access to your investments on the go. Investors have the convenience of monitoring their investments and conducting online transactions around the clock, from any location worldwide, with just a few clicks.
App information from Apple App Store. TruAdvisors and related trademarks belong to Truadvisors Financial, LLC.