Apps Like Bluestone Wealth & Trust for iPhone and iPad
Ranked alternatives
Showing 121–140 of 1,000 ranked alternatives.
Private Client Services
The Capital Group Companies Inc.
Check balances and review assets
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
FineMark Trust Mobile App
Commerce Bank
View and share investment details securely
Access financial information securely with fingerprint login. View a summary of total wealth and share data with advisors. Track investments and make informed decisions based on personal goals.
River Bank & Trust
River Bank & Trust
Manage accounts on the go.
The app allows users to review account balances and transactions, transfer funds, and pay bills. Users can also view cleared checks, deposit checks, and locate branches and ATMs.
Berenberg Wealth Management
Joh. Berenberg Gossler & Co. KG
Monitor assets, manage investments, track performance
Track investment performance across time frames and analyze asset distribution by class, region, or currency. View portfolio details, set alerts, and manage digital assets securely from a mobile device.
Amerant Investments
Amerant Bank, N.A.
Place trades, view balances, track holdings
Access account balances, holdings, and transaction history. View order status and place equity trades. Receive real-time market data and set up alerts. Manage portfolio performance and track investment activity.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.