10+ similar apps compared and reviewed
Whether you want more options like Ameritas Investment Partners or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.
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.
Secure your family's future with an all-in-one platform for life insurance and estate planning. Apply for term life insurance in minutes with no medical exams and create legally solid Wills and Trusts with guided tools.
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.
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.
This app assists financial advisors in generating life insurance quotes and comparisons for clients. It provides illustrations and reports to help clients understand their coverage options.
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.
Manage your finances with a secure and intuitive mobile banking app. Access account information, perform transactions, deposit checks, and pay bills on the go. Enjoy personalized service and convenient features like card freezing and ATM/branch locators.
Manage your life insurance and retirement accounts conveniently from your mobile device. Handle payments, review balances, access policy information, and update beneficiaries all in one place.
Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.
This app helps users build their financial future by providing accessible and intuitive savings solutions for retirement, education, disability, and emergencies. Manage your accounts, track progress, and access funds seamlessly from your mobile device.
