Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.
4.4(10 ratings)
Free
Best apps like Access My Portfolio
31+ similar apps compared and reviewed
3.4 avg rating
10 free apps
Updated August 2026
Looking for something like Access My Portfolio? We've analyzed 31+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.
Top Alternatives to Access My Portfolio
SEI Cash Access by The Bancorp Inc.
Strong Contender
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Securely manage your bank accounts on the go with this mobile banking app. Access account balances, review transactions, transfer funds, pay bills, and deposit checks from your iPhone. Features quick login options and ATM locator.
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Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.
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PAS NetXi
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Manage your investment portfolio efficiently on the go. Access account information, view real-time quotes, and place trades. Stay connected to your financial world from your iPhone or iPad.
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BNY Pershing Access
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Access your investment accounts securely on the go. View statements, balances, holdings, and account activity. Deposit checks, pay bills, and access market research.
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Elements App
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This app facilitates communication between financial advisors and their clients regarding financial goals and progress. It introduces the Elements Scorecard for a quick assessment of financial health.
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Living Balance Sheet®
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This app allows clients to view their personal financial balance sheet, track progress towards goals, manage tasks, and securely access documents. It facilitates connection with a financial professional to maintain organization and stay on track with financial priorities.
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MyRepChat
Compliant Text Messaging
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This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.
Compliant text messagingClient and colleague communicationConversation retention
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MiPortafolio
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10
Clear1
Clear1
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Access and review your investment accounts, including balances, asset performance, and transaction history. Securely view statements, tax forms, and financial plans, and communicate with your financial professional.
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