Home / Alternatives to MyConfluence Apps Like MyConfluence for iPhone and iPad
by Confluence Wealth Services, Inc. ★ 4.0 4 ratings Finance Free Data updated 2026-09-06
Ranked alternatives Showing 121–140 of 1,000 ranked alternatives.
ARS Wealth Advisors, LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Wealthquest Corporation
★ 5.0 1 ratings Finance Free Data updated 2026-09-06
Arkansas Best Federal Credit Union
Access accounts, transfer funds, view statements
Monitor account balances and transaction history. View statements and set alerts. Transfer funds, pay bills, and perform transactions. Access account details and manage credit and debit accounts securely.
★ 4.4 84 ratings Finance Free Data updated 2026-09-08
Madison Wealth Partners, Inc.
★ 5.0 1 ratings Finance Free Data updated 2026-09-06
Concenture Wealth Management, LLC
★ 5.0 2 ratings Finance Free Data updated 2026-09-06
AMAN BANK FOR COMMERCE AND INVESTMENT
★ 3.3 220 ratings Finance Free Data updated 2026-09-12
Lyell Wealth Management LP
★ 5.0 1 ratings Finance Free Data updated 2026-09-06
Fin and Me Wealth Partners LLP
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Financial Partners Federal Credit Union
★ 4.9 49 ratings Finance Free Data updated 2026-10-14
PARADIGM WEALTH MANAGEMENT LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Gould Capital, LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-18
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
★ 5.0 3 ratings Finance Free Data updated 2026-09-06
Diversified Trust Company, Inc.
★ 5.0 4 ratings Finance Free Data updated 2026-09-19
XXI Wealth, LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
HIGHTOWER HOLDING LLC
★ 3.0 8 ratings Finance Free Data updated 2026-09-19
Alphacore Capital LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
★ 4.0 4 ratings Finance Free Data updated 2026-09-24
Lumiere Financial Group LLC
★ 5.0 9 ratings Finance Free Data updated 2026-09-06
Resolute Wealth Strategies, LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Rebalance LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
How we rank alternatives Apps are ranked by functional similarity, category fit, rating confidence, and popularity.
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