Best 3Roots Client Portal alternatives: apps like 3Roots Client Portal

Whether you want more options like 3Roots Client Portal or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to 3Roots Client Portal

Bradley Wealth by Bradley Wealth Management, LLC

Editor's Choice

5.0(1 ratings)

Free

View your complete financial picture with an intuitive dashboard for investments, documents, and reporting. This secure app provides financial expertise and tools to help you make educated decisions about your future.

Pontera Connect by Pontera Solutions Inc.

Secure Access, Simplified

Strong Contender

0.0(0 ratings)

Free

Complete ID: Password Manager by CSID

Secure account access

Worth Considering

by Waterfront Credit Union

3.0(4 ratings)

Free

Complete ID: Password Manager screenshot 1

Complete ID: Password Manager screenshot 2

Complete ID: Password Manager screenshot 3

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Securely store and manage all your account logins, credit cards, and bank account details in an encrypted vault. Prevent unauthorized access and phishing attacks with features like auto-login.

More apps like 3Roots Client Portal

Waterfront Mobile

Check account balancesView transactionsPay bills

Manage your finances on the go with this mobile banking app. Check balances, view transactions, pay bills, and transfer funds. Easily locate surcharge-free ATMs and shared branching locations.

(3)

MNB Mobile Banking

by MNB Bank

Check account balancesView transaction historyTransfer money between accounts

Easily manage your finances on the go. Check balances, transfer funds, pay bills, and locate branches or ATMs. Requires MNB customer status and online banking enrollment.

(349)

The way money should feel.

Altruist Client

View investment performanceTrack account balancesMonitor transactions

Track your investment progress and view key financial metrics. Stay informed about transactions and gain insights into your asset allocations. Access your Altruist financial advisor and manage your money with confidence.

(1.7K)

Complete ID: Safe Browser

Safe, Private Web Browsing

Blocks ad trackersProtects against unsafe websitesPrevents third-party data access

This app offers a secure and private web browsing experience. It blocks ad trackers and warns you about unsafe websites, protecting your personal and financial information from third parties and data breaches.

(1)

HUNT Mortgage Corporation

by HUNT Mortgage Corporation

(0)

eMoney Client Portal

All-in-one account viewTrack spending and investmentsPersonalized goal setting

Access a comprehensive and secure overview of your financial life. Track spending, investments, and set personalized goals. Securely store important documents and communicate with your advisor.

(30)

by First International Bank & Trust

First Intl Bank & Trust

View account balancesCheck recent transactionsTransfer funds between accounts

Manage your personal and business bank accounts conveniently and securely from your mobile device. Perform essential banking tasks like checking balances, transferring funds, and depositing checks. Review and approve important transactions like ACH and wire transfers.

free with in-app purchases

(4.6K)