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Best apps like AdviceWorks®

10+ similar apps compared and reviewed

3.7 avg rating
10 free apps
Updated July 2026
AdviceWorks®
AdviceWorks®
Cetera Financial Group, Inc.
🔧 Utilities
💰 Finance

AdviceWorks® is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to AdviceWorks®

MyRepChat#1

MyRepChat by fmg Suite, LLC.

Compliant Text Messaging
Editor's Choice
💰 Finance
2.8😞(45 ratings)
Free
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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.

What We Love

  • ✨ Improved UI/UX (recent updates)
  • 🚀 Smoother performance (recent updates)
  • 👍 Good balance of compliance and practice management
  • 💡 Useful for client/advisor engagement

Room to Improve

  • 🐛 Frequent bugs and glitches
  • 👎 Poor usability and user experience
  • 🐌 Slow performance
NetXInvestor™ Mobile#2

NetXInvestor™ Mobile by Pershing, LLC

Strong Contender
💰 Finance
1.8😞(362 ratings)
Free
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Manage your investment portfolio on the go with this app. Access account balances, holdings, transaction history, and place trades for equities and mutual funds. Features include mobile check deposit, biometric login, and push notifications.

What We Love

  • ✅ Mobile check deposit functionality
  • 📊 Portfolio monitoring and tracking
  • 🔒 Multi-factor authentication security
  • 📱 Basic trading capabilities

Room to Improve

  • 🐛 Frequent crashes and instability
  • ⏱️ Extremely slow loading times
  • 🚫 App won't open or launch
Jump AI#3

Jump AI by Accio, Inc.

AI for wealth managers
Worth Considering
💰 Finance
4.9(1.1K ratings)
Free
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This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

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4
NetX360® Mobile
NetX360® Mobile
NetX360® Mobile
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Conduct critical business operations on the go with a virtual office at your fingertips. Access client accounts, market data, and trading capabilities from anywhere. Stay informed with real-time updates and notifications to support your business.

Client account managementMarket data and watch listsReal-time alerts and notifications
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5
AssetMark Mobile
AssetMark Mobile
AssetMark Mobile
by ASSETMARK, INC.
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Access and track your investments on the go with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.

Intuitive investment navigationPortfolio performance trackingVisualizations of portfolio data
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6
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
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(19K)
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7
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
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8
Avantax Advised
Avantax Advised
Avantax Advised
by Honkamp Krueger Financial Services, Inc.
Free

Access your financial statements, account holdings, activity, and performance reports. Receive quarterly email notifications when new electronic statements are available.

Retrieve financial statementsView account holdingsTrack account activity
💰 Finance
(3)
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9
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
💰 Finance
(3.6K)
free
10
SEI Connect - Investor
SEI Connect - Investor
SEI Connect - Investor
Powering Wealth
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Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

Biometric loginPush notificationsDocument scanner
💰 Finance
(30)
ad-supported
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