Apps Like Bluestone Wealth & Trust for iPhone and iPad
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
Primerica Shareholder Services
The Bank of New York Mellon Corporation
View balances, complete transactions, track history
View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.
BNY Wealth Online
The Bank of New York Mellon Corporation
Manage accounts and monitor investments easily.
The app allows BNY Wealth clients to manage and transact on consumer accounts and monitor investment accounts. It provides access to account details, statements, and fund transfers, along with banking features like bill pay and mobile check deposits.
Corebridge
The Variable Annuity Life Insurance Company
Take action from anywhere now.
The app allows users to view account history, fund performance, and savings strategy. It provides retirement guidance and a financial wellness experience with tools and articles.
Houston Trust GWAccess
Houston Trust Company
View portfolio, send messages, track transactions
View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.
Investcorp Wealth
Investcorp Holdings B.S.C. (c)
Invest in alternative assets and manage
Create an account and allocate capital to alternative investments. Monitor portfolio performance with transparent reporting. Access news and insights on global markets. Track investment opportunities and manage capital distributions.
Zoe Financial
ZOE FINANCIAL INC.
Access accounts, invest, track growth
Access account balance, investment performance, and current holdings. View transfer status and transaction history including deposits and withdrawals. Receive updates on investment account growth.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.