Access your investment accounts with a registered investment advisor. View balances, holdings, historical transactions, and performance. Securely store and access important documents.
0.0(0 ratings)
Free
Best apps like Arete Telos
10+ similar apps compared and reviewed
4.5 avg rating
10 free apps
Updated September 2026
Whether you want more options like Arete Telos 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.
Top Alternatives to Arete Telos
CRUX Wealth by Crux Wealth Advisors, LLC
Strong Contender
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TWP Mobile by TotalWealth Planning, LLC
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Brinker Capital
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Manage your investments and connect with your financial advisor. Track your wealth and collaborate on financial goals with secure access to essential tools.
Wealth management toolsAdvisor collaborationFinancial goal tracking
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Sea West
by Sea West Coast Guard Federal Credit Union
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Manage your credit union accounts on the go with 24/7 access. Review balances, transfer funds, pay bills, deposit checks, and locate ATMs. Apply for loans and set travel notifications for your debit card.
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Mortgage Hub - JMJ Financial
by JMJ Financial Group
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This app streamlines the home buying and refinancing process for clients and realtors. It aims to increase efficiency and provide flexibility for homebuyers, making homeownership faster and easier.
Streamlines home buyingExpedites lending processIncreases efficiency
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MyRepChat
Compliant Text Messaging
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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.
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Mountain Commerce Bank
by Mountain Commerce Bank
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Manage your finances conveniently and securely on the go. This app allows you to make payments, transfer funds, deposit checks, and set up balance alerts. It also provides tools to manage your debit card and locate branches and ATMs.
Set up balance alertsMake payments to companies and friendsTransfer money between accounts
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