MyConfluence app icon

Apps Like MyConfluence for iPhone and iPad

by Confluence Wealth Services, Inc.★ 4.04 ratingsFinanceFreeData updated 2026-09-06
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Ranked alternatives

Showing 181–200 of 1,000 ranked alternatives.

  13. AUBWM Total Wealth app icon

    AUBWM Total Wealth

    Atlantic Union Bank

    Track investments and view holdings

    View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  14. HCWM app icon

    HCWM

    Hidden Cove Wealth Management LLC

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
    App details
  15. The Kelly Group app icon

    The Kelly Group

    Kelly Financial Group Limited Liability Company

    Access client info and share documents

    Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.

    ★ 4.03 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

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