33+ similar apps compared and reviewed
Whether you want more options like BBR Partners or a completely different take on the same concept, our curated list of 33+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.
Manage your financial life with this app. Aggregate accounts, track net worth, store documents, and connect with your advisor for a comprehensive overview and personalized insights.
Access your financial account information on the go. View market value, positions, recent transactions, and important documents securely. Contact your advisor for login help.
Access your Boston Trust Walden Company accounts online. View real-time market value, positions, transactions, and important documents securely. Receive reports faster than traditional mail.
Access your financial accounts and view important documents from your trusted wealth management and trust company. This mobile extension of the client portal lets you check balances, review statements, and stay informed about market insights and upcoming events. Log in securely with your existing online credentials.
Securely access your financial portfolio, documents, and expert insights from your client team. This app offers a customized dashboard and sophisticated reports for a holistic view of your investments.
Effortlessly manage all your insurance policies in one place. Digitize your documents by taking a photo and gain a clear understanding of your financial needs. Engage in a virtual savings game to explore insurance in a novel way, all while ensuring your data is protected with bank-level security.
Access your financial portfolio securely and conveniently. View holdings, asset allocation, recent transactions, and important documents like statements and tax forms.
This app provides services for employer-sponsored retirement plans. It is designed to help users manage their retirement accounts with a focus on employer contributions and benefits.
