Apps Like JH&P LLP Adviser for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
UBS Wealth Management
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
CoinStats: Crypto Portfolio
COINSTATSAPP LLC
Track , DeFi, and NFT assets
Track cryptocurrency, DeFi, and NFT assets in one place. View real-time prices, market data, and performance. Add custom coins, set price alerts, and analyze historical trends. Export data and monitor transactions across multiple wallets.
GreenFi - Mobile Banking
Mission Financial Partners, LLC
Fund purchases, plant trees, save sustainably
Manage checking and savings accounts with features for spending, saving, and investing. Fund tree planting with purchases. Avoid supporting fossil fuel activities. Access unlimited ATM withdrawals at over 55,000 locations. Earn up to 3.25% APY.
Autopilot - Investment App
Iris Social Stock App Inc.
Copy trades in real-time
Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.
Milliman Mobile Benefits
Milliman, Inc.
Access retirement plan information on the go.
The app provides a secure way to access retirement plan information. Users can view account details, contributions, investments, and rates of return from their mobile device.
Morningstar Investor
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Igoe Mobile
Igoe & Company Incorporated
View accounts, submit claims, track expenses
View account balances and manage spending accounts provided by your employer. Submit claims online, authenticate transactions by attaching receipts or photos, and access account details securely.
NBS Benefits Mobile
National Benefit Services, LLC
View transactions, upload documents, and receive alerts
View recent transactions and account balances. Upload claim documents and photos. Access email and SMS alerts. Contact administrator via email or phone. Use same login credentials as WealthCare Portal. Support stronger authentication methods.
Bank of the James
Bank of the James Financial Group Inc
Check balances, view history, pay bills, transfer
Check account balances and view transaction histories. Pay bills to existing payees and transfer funds between accounts. Locate nearby ATMs and branches. Securely manage finances from any location.
Goldman Sachs Marquee
Goldman Sachs
Access insights and analytics anytime
Access financial insights and research from experts. View market commentary and pre-trade analytics. Explore curated content and thematic insights. Personalize feeds with trading floor updates and investment research.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
BSF Jana
BLU Solutions Limited
Browse rewards, earn points, access portal
Access member portal to browse rewards catalog, view partner listings, redeem points for gift merchandise and travel services, check rewards statements, and stay updated on product promotions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.