MyConfluence app icon

Apps Like MyConfluence for iPhone and iPad

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

MyConfluence screenshots

Ranked alternatives

Showing 201–220 of 1,000 ranked alternatives.

  1. Ameriprise Advisor Deposit app icon

    Ameriprise Advisor Deposit

    Ameriprise

    Checks into client accounts

    Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.

    ★ 4.684 ratingsFinanceFreeData updated 2026-09-28
  1. Brown Brothers Harriman app icon

    Brown Brothers Harriman

    Brown Brothers Harriman &Co.

    Track investments and connect with your team

    Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.

    ★ 4.25 ratingsFinanceFreeData updated 2026-09-06
  2. Bernstein Private Wealth app icon

    Bernstein Private Wealth

    AllianceBernstein L.P.

    Access account balances and transfer funds

    Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.

    ★ 4.258 ratingsFinanceFreeData updated 2026-09-12
  3. ARPG app icon

    ARPG

    American Retirement Planning Group, Inc.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. F.I.G. Financial app icon

    F.I.G. Financial

    Trust Company of America

    Access financial information from anywhere.

    The app provides authorized users with access to the Liberty Application from Axos Clearing LLC. It offers enhanced usability and mobility, allowing users to access necessary information on any mobile device.

    ★ 4.01 ratingsFinanceFreeData updated 2026-10-04
  5. Check Book Register app icon

    Check Book Register

    Manu Gupta

    Track business finances over time.

    The app allows users to record expenses and develop an aggregate balance. Users can save and re-use registers to track financial progress over time, and share statements via email or print them.

    ★ 1.929 ratingsBusiness$0.99Data updated 2026-09-24

How we rank alternatives

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