Best Centric WM alternatives: apps like Centric WM

Whether you want more options like Centric WM 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 Centric WM

Centric Wealth by Centric Wealth Advisors LLP

Editor's Choice

0.0(0 ratings)

Free

Bright Directions 529 by Union Bank and Trust

Advisor-Guided 529 College

Strong Contender

5.0(1 ratings)

Free

Genesis Finance by Hyundai Capital America

Manage your lease & loan

Worth Considering

Earnings Hub and Calendar

4.9(501 ratings)

Free

Manage your Genesis auto loan or lease with this app. Track payments, view account details, and explore refinance or upgrade options. Enjoy a secure and intuitive financial management experience designed for Genesis owners.

More apps like Centric WM

Stock earnings dates, calendar

Earnings CalendarLive & Past Earnings CallsAnalyst Expectations & Actuals

Stay informed about stock earnings with this app. Access earnings calendars, listen to live and past earnings calls, and view analyst expectations and actuals. Get real-time news, AI-summarized transcripts, and revenue/EPS history, with customizable alerts.

free with in-app purchases

(3.3K)

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Remote client account managementView account balances and positionsTrack submitted request statuses

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.

(44)

My MealTime

School payments

Secure student cafeteria depositsPay school fees for trips and activitiesView student account balance

Easily manage your student's school cafeteria account and pay for school-related fees. View balances, track purchases, and set up automatic deposits for convenience. Receive low balance alerts and access account statements anytime.

(90)

by The Cincinnati Insurance Company

MyCincinnati®

Access policy documentsManage paymentsReport and view claims

Manage your insurance policies, access documents, and handle payments. Report claims, request roadside assistance, and find helpful resources. Go paperless and connect with payment services.

(4K)

Bask Bank Mobile

by Texas Capital Bank

Secure account managementReal-time transaction notificationsFund transfers

Manage your savings accounts securely and conveniently. Receive real-time alerts, transfer funds, schedule deposits, and easily contact customer support.

(3.3K)

Stock Analysis: Stocks & Funds

All-in-One Stock Market App

Global stock and fund researchReal-time portfolio trackingAdvanced charting tools

Research global stocks and funds, track your portfolio in real-time, and access advanced charting tools. Gain market insights with comprehensive data and screening capabilities for informed investment decisions.

free with in-app purchases

(7.4K)

AdviceWorks®

Client Access

Comprehensive account overview dashboardNet worth tracking with linked accountsSecure document vault for statements and reports

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

(146)