Apps Like Legacy Financial Group for iPhone and iPad
Legacy Financial Group screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
ARK Financial Client Portal
Ark Financial Management, LLC
Access portfolio data and manage investments
Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.
Bread Financial
Bread Financial Holdings, Inc.
Access accounts and manage credit cards
Manage credit card accounts with access to payment features, reward redemption, and transaction history. View balances and transaction details. Log in using existing credentials. Track spending and manage multiple card accounts.
Legacy Wealth Management Group
Legacy Wealth Management Group, Inc
View accounts, track performance, access data
View portfolio performance data across all financial accounts in one place. Track daily and historical performance metrics. Access detailed account information and performance reports. Stay informed on investment activity and market trends.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
The Retirement Planning Group
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.