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.
Envestnet Client View by Envestnet Financial Technologies, Inc.


10+ similar apps compared and reviewed
Aldrich Wealth 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.


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.





Access market analysis, economic insights, and investment trends from seasoned professionals. Explore articles, videos, and podcasts to stay informed on global markets and investor sentiment. Share valuable content easily within the app.



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.


Manage your finances on the go with secure access to your accounts. View balances, review history, transfer funds, pay bills, and deposit checks remotely. Experience member-owned banking with competitive rates and tailored loan terms.


Manage your Pioneer Trust Bank business accounts on the go. Check balances, view transactions, deposit checks remotely, and approve pending transactions. Securely access your finances from virtually any location.


This app offers a secure and comprehensive suite of commercial banking tools for businesses. Manage accounts, initiate transfers and payments, and deposit checks remotely from anywhere. It provides essential financial management capabilities for business owners.


Manage investments and control your financial future with direct indexing, customizable portfolios, and tax-loss harvesting. Access cash through a portfolio line of credit and earn more on idle cash with secure Treasury options.


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


Access real-time streaming quotes and news for CME Group products. Monitor markets, view contract details, and set price alarms with customizable tools and indicators. Requires an existing CME E-quotes account.


Streamline your home loan process with this secure mobile tool. Submit documents, compare loan programs, and use mortgage calculators to estimate payments and savings. Connect directly with your loan originator for a faster closing.