Apps Like Lakeridge Client Portal for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
TaxDome Client Portal
TaxDome LLC
Review documents, chat securely, sign agreements, upload
Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.
Apollon Client Portal
Apollon Wealth Management, LLC
View account info and balances
View account details and balances. Access performance reports and transaction statements. Track gains and losses. See estimated income yield. Manage portfolio performance and financial data.
Cadence Bank
Cadence Bank
View accounts, transfer funds, pay bills,
View account balances and recent activity. Transfer funds between accounts. Pay bills and deposit checks via photo. Access live chat support. Locate nearby ATMs and branches.
Altruist Client
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
PWP Portal
Performance Wealth Partners, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send and receive messages for account inquiries. Access transaction history and manage account settings.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Townsend Portal
Townsend & Associates Inc.
View account info, check balances, contact advisor
View account details and balances in real time. Access transaction history and send messages to advisors. Receive notifications for account updates and activity alerts.
Guardian Credit Union Alabama
Guardian Credit Union
View balances and track transactions
View account balances and transaction history. Make loan payments and send money to other GCU members. Link external accounts for consolidated management. Access additional features through the .
Service CU Mobile Banking
Service Credit Union
Check balances and transfer funds
Check balances, transfer funds, and pay bills. Deposit checks remotely and add bill payees. View account details and locate ATMs and branches. Set alerts and manage transactions securely.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.