10+ similar apps compared and reviewed
Whether you want more options like Buckingham Strategic Wealth 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.
Access your retirement account information in real-time. View your balance, rate of return, and fund performance. Easily manage contribution rates and password changes on the go.
Access your financial advisor and manage your wealth securely from anywhere. View accounts, communicate with your team, exchange documents, and track your financial goals and long-term plan.
Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.
Manage your high-yield cash account with this app, offering competitive APY and elevated FDIC insurance up to $15 million. Easily transfer funds, organize your money with custom buckets, and track financial goals. Invitation required to access.
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.
Easily manage your HSA, HRA, and FSA health benefit accounts on the go. Quickly check balances, view account details, and submit claims securely. This app provides real-time access to your important financial information for healthcare.
Collaborate with your tax professional on tax returns from any device. Securely upload, sign, and track documents electronically, eliminating the need for printing, mailing, or in-person visits. Streamline your tax season with a convenient and efficient cloud-based platform.
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.
Access your employer-sponsored retirement plan account on the go. View balances, track investments, monitor contributions, and manage your account securely. Perform transfers and make allocation changes with ease.
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.
