Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.
3.7(24 ratings)
Free
Best apps like Beacon Pointe
10+ similar apps compared and reviewed
4.1 avg rating
10 free apps
Updated July 2026
Beacon Pointe 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.
Top Alternatives to Beacon Pointe
Envestnet Client View by Envestnet Financial Technologies, Inc.
Strong Contender
💰 Finance
3.9(11 ratings)
Free
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.
Wealthscape℠ by National Financial Services LLC
Worth Considering
💰 Finance
4.8😞(2.7K ratings)
Free
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.
What We Love
- 👍 Easy to use
- 🚀 Smooth check deposit
- 💡 Helpful for administrative tasks
Room to Improve
- 🐛 App freezes when depositing checks
- 🐛 Crashes when making deposits
- 🐛 Unresponsive after updates
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4
Schwab Advisor Center® Mobile
by The Charles Schwab Corporation
Free
This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.
Remote client account managementView account balances and positionsTrack submitted request statuses
💰 Finance
(37)
free5
Black Diamond Wealth Platform
by Black Diamond Performance Reporting, LLC
Free
Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.
Portfolio data accessSimple interfaceElegant design
💰 Finance
(95)
free6
TaxCaddy
Simplify tax time
Free
This app simplifies tax document gathering and sharing with your tax professional. It automatically retrieves financial documents, allows secure uploads of paper records, and enables electronic signing of tax forms. Collaborate with your accountant from any device, eliminating the need for office visits or paper organizers.
Automatic document retrievalSecure document uploadElectronic document signing
💰 Finance
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free7
Client Access
by Raymond James Financial, Inc.
Free
Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.
View account balances and investment valuesTransfer funds and deposit checksAccess market information
💰 Finance
(154)
free8
SEI Connect - Investor
Powering Wealth
Free
Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.
Biometric loginPush notificationsDocument scanner
💰 Finance
(30)
ad-supported9
Carta - Manage Your Equity
All things equity in one place
Free
This platform helps individuals manage their equity, build businesses, and invest in emerging companies. The app allows users to handle all equity-related tasks, including accepting grants and exercising options.
Manage equityBuild businessesInvest in companies
💰 Finance
(9.2K)
ad-supported10
Schwab Mobile
Own your tomorrow®
Free
Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.
Consolidated account viewMobile check depositIntuitive trade ticket
💰 Finance
(1.2M)
free with in-app purchases