Apps Like Haven Private for iPhone and iPad
Ranked alternatives
Showing 341–360 of 1,000 ranked alternatives.
Citi Private Bank In View
Citibank, N.A.
Digital banking for private clients.
The app provides Citi Private Bank clients with a digital banking experience. It offers a comprehensive view of accounts, allowing exploration of portfolios, analysis of metrics, and access to publications.
MSA Mobile for iPhone
MUTUAL SAVINGS ASSOCIATION
Manage money anytime anywhere mobile
The app allows users to manage their money from a mobile device. Users can check account balances, transfer funds, locate branches and ATMs, and deposit checks using their phone.
Fieldpoint Private Banking
Fieldpoint Private Bank & Trust
Manage transactions with tags and notes
Track transactions with tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts.
Sherman Wealth
Sherman Wealth Management, LLC.
View account balances and performance
View account balances, performance metrics, and transaction statements. Access detailed reports and portfolio summaries. Set up recurring transactions and schedule bill payments. Receive real-time notifications for account activity.
Peterson Rogers
Maddix Wealth LLC
View account info, check balances, contact advisors
View account details and balances. Contact investment advisory team directly. Access real-time account updates and transaction history. Send inquiries and receive support through in- messaging.
NDVR Wealth
NDVR INC
Manage portfolios and track performance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.