Best Arista Wealth alternatives: apps like Arista Wealth

Looking for something like Arista Wealth? We've analyzed 10+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to Arista Wealth

Petersen Hastings Portal by Petersen Hastings Investment Management Inc

Editor's Choice

5.0(2 ratings)

Free

Access your financial accounts securely from anywhere. Monitor balances, review statements, track performance, and access tax documents. Communicate with your advisor and securely store important files.

Bloomwell 529 by Union Bank and Trust

Strong Contender

0.0(0 ratings)

Free

FPA Publications by Financial Planning Association (The)

Worth Considering

2.8(17 ratings)

FreeIn-App Purchases

Access leading financial planning journals and research. Stay updated with industry insights, practical advice for new planners, and rigorous academic studies. Content is free for FPA members.

More apps like Arista Wealth

macd

by Chengchung Tseng

Stock scanning by MACD, SMA, KD, RSIIdentify buy/sell strategiesCustomizable indicator choices

Scan stocks based on technical indicators like MACD, SMA, KD, and RSI. Identify potential buy or sell opportunities according to your chosen strategies. This tool helps in making informed trading decisions.

(1)

by United Underwriters Insurance

United Insurance Group

Policy accessAuto insuranceHomeowner insurance

Manage your auto, homeowner, dwelling, earthquake, umbrella, and commercial insurance policies. Access policy details and stay informed about your coverage.

(2)

Payoff Plan & Snowball Method

Debts Break

Debt payoff strategies (Snowball, Highest Interest, Lowest Balance, etc.)Visual debt tracking and progress monitoringAutomatic balance updates

This app helps you become debt-free using popular payoff strategies like the Snowball method. It offers visual tracking, detailed reports, and multiple payoff plans to manage your debts effectively and save on interest.

free with in-app purchases

(96)

by Fidelity National Financial

TitleNow®

Real-time property data accessSearch by address, APN, or ownerMap search with pan and zoom

Access immediate real estate property information on your mobile device. Search by address, APN, owner name, or map to retrieve documents, tax details, property characteristics, and sales comparables. Share property insights with clients effortlessly.

(3)

MyRepChat

Compliant Text Messaging

Compliant text messagingClient and colleague communicationConversation retention

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.

(59)

GoRetire

by Epic Advisors, Inc

Mobile retirement account accessFast information retrievalEasy to use interface

Access your retirement account information conveniently on your mobile device. Get fast, easy, and up-to-date insights into your retirement savings.

(108)

Jump AI

AI for wealth managers

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations

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.

(2.1K)

freemium