Best apps like Advus Wealthview

10+ similar apps compared and reviewed

4.2 avg rating
10 free apps
Updated August 2026
Advus Wealthview
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

Family Finance Tracker#3

Family Finance Tracker by Anatol Ogorek

Track your family budget
Worth Considering
💰 Finance
0.0(0 ratings)
FreeIn-App Purchases
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Easily plan your family budget, track expenses, and monitor financial goals. This app makes managing your money simple, allowing you to see your finances from any device and share budgets with family members.

More apps like Advus Wealthview

4
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5
Coastal Loans
Coastal Loans
Coastal Loans
by Coastal Loans, LLC
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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.

Compare lending scenariosCalculate refinancing savingsDetermine homeownership affordability
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6
First Foundation Bank Mobile
First Foundation Bank Mobile
First Foundation Bank Mobile
by First Foundation Bank
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Manage your bank accounts and personal finances with this comprehensive app. Connect external accounts to view your full financial picture, gain personalized insights, and track your financial health. It offers secure transfers, bill pay, check deposits, and debit card management.

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7
Trailblazer Mortgage
Trailblazer Mortgage
Trailblazer Mortgage
by Trailblazer Mortgage L.L.C.
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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.

Compare lending scenariosCalculate refinancing savingsDetermine homeownership affordability
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8
PlanMember
PlanMember
PlanMember
by PlanMember Financial Corp
Free

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
💰 Finance
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9
California Casualty
California Casualty
California Casualty
by California Casualty Management Company
Free

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
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Envestnet Client View
Envestnet Client View
Envestnet Client View
by Envestnet Financial Technologies, Inc.
Free

Manage your finances and work towards your financial goals with this app. It offers tools to simplify your financial life, suitable for both beginners and experienced individuals.

Financial goal achievementSimplified financial managementTools for investors
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