Best Advus Wealthview alternatives: apps like Advus Wealthview

10+ similar apps compared and reviewed

4.1 avg rating

10 free apps

Updated November 2026

Advus Wealthview

Advus Financial Partners, LLC

Advus Wealthview 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 Advus Wealthview

#1

Christian Investors Financial by Christian Investors Financial

Financial Service on a Mission

Editor's Choice

5.0(6 ratings)

Free

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Access your CIF accounts securely and conveniently from your mobile device. Manage your finances anytime, anywhere with this application.

#2

Coastal Loans by Coastal Loans, LLC

Strong Contender

3.7(3 ratings)

Free

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This app simplifies the home loan process for homebuyers, homeowners, and real estate agents. It offers tools to compare loan scenarios, calculate refinancing savings, and determine affordability. Users can also upload documents and access loan originator contact information.

#3

Trailblazer Mortgage by Trailblazer Mortgage L.L.C.

Worth Considering

5.0(1 ratings)

Free

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This app simplifies the homebuying and lending process for homebuyers, homeowners, and real estate agents. It offers tools to compare loan scenarios, calculate refinancing savings, and determine homeownership affordability. Users can also upload documents, access contact information, and stay updated on industry news.

More apps like Advus Wealthview

by PlanMember Financial Corp

Access your PlanMember accounts securely and easily from your mobile device. Manage investments, view transactions, deposit checks, and contact your financial professional.

Account balance and transaction historyDirect investment from linked bank accountsMobile check deposit and withdrawal

Compare with Advus Wealthview

California Casualty

California Casualty

California Casualty

by California Casualty Management Company

Manage your insurance policies conveniently on your mobile device. Access digital ID cards, pay bills, view payment history, and file claims. Get roadside assistance and policy documents anytime, anywhere.

Digital ID card accessBill payment via credit/debit cardPayment schedule and history

Compare with Advus Wealthview

Envestnet Client View

Envestnet Client View

Envestnet Client View

by Envestnet Financial Technologies, Inc.

Manage your finances and work towards your financial goals with this mobile application. It offers tools to simplify your financial life, suitable for both new and experienced users.

Financial controlGoal achievementFinancial life simplification

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USF Credit Union Mobile

USF Credit Union Mobile

USF Credit Union Mobile

by USF Federal Credit Union

Securely manage your credit union accounts on the go. View balances, transfer funds, deposit checks, pay loans and bills, and send money to others. This free service offers a convenient way to handle your finances anytime, anywhere.

View account balances, transactions, and statementsTransfer money between accountsDeposit checks remotely

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by Sunflower Bank, N.A.

Manage your finances on the go with secure mobile access to your accounts. Review balances, transaction history, transfer funds, pay bills, and deposit checks from your device. Enjoy anytime, anywhere banking with advanced data encryption for your peace of mind.

Account balance reviewTransaction historyFund transfers

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by DataPath, Inc.

Access your benefit plan details, claims, and reimbursements conveniently on your mobile device. Manage your debit card, upload receipts, and receive automatic notifications. File claims directly using photos of your receipts.

View benefit plan detailsAccess claims and reimbursementsManage debit card activity

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Sentinel (FSA HRA HSA)

Sentinel (FSA HRA HSA)

Sentinel (FSA HRA HSA)

by Sentinel Benefits Group

Easily manage your HSA, HRA, and FSA health benefit accounts on the go. Quickly check balances, view account details, and submit claims securely. This app provides real-time access to your important financial information for healthcare.

Check account balancesView account details and chartsSubmit claims and receipts

Compare with Advus Wealthview