Best apps like COGENT Portal

37+ similar apps compared and reviewed

4.1 avg rating
10 free apps
Updated August 2026
COGENT Portal
COGENT Portal
Cogent Independent Advisors, Inc.

COGENT Portal is great, but it's not the only option. Explore 37+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to COGENT Portal

More apps like COGENT Portal

4
myAdvisorLink
myAdvisorLink
myAdvisorLink
by Advyzon
Free

Access your investment information conveniently from your mobile device. Connect with your financial advisor to get started.

View investment informationOn-the-go accessConnect with financial advisor
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5
MyRepChat
MyRepChat
MyRepChat
Compliant Text Messaging
Free

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.

Compliant text messagingClient and colleague communicationConversation retention
💰 Finance
(45)
free
6
VCCU Mobile
VCCU Mobile
VCCU Mobile
by Ventura County Credit Union
Free

Manage your finances securely 24/7 with this mobile banking app. Access account balances, pay bills, send and receive money, and deposit checks remotely. It also offers card management, loan applications, and account updates.

24/7 account accessBill paymentSend/receive money with Zelle®
💰 Finance
(44)
free
7
Northpointe Bank Mobile
Northpointe Bank Mobile
Northpointe Bank Mobile
by Northpointe Bank
Free

Manage your deposit accounts conveniently and securely from your mobile device. View balances, transaction history, transfer funds, pay bills, and send money to friends and family.

View account balancesView transaction historyTransfer funds between accounts
💰 Finance
(913)
free
8
Beanstox: Simple Investing
Beanstox: Simple Investing
Beanstox: Simple Investing
Seriously Simple Investing®
Free

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs
💰 Finance
(3.6K)
free with in-app purchases
9
Rental Calculator BallparkDeal
Rental Calculator BallparkDeal
Rental Calculator BallparkDeal
Investment Property Analyzer
Free

Quickly analyze rental properties for investment opportunities. Calculate key financial metrics like cash-on-cash return, cash flow, and cap rate. Find your maximum offer price to meet financial goals.

Analyze single family and multi-family propertiesCalculate financing costsCompute cash-on-cash, cashflow, cap rate, ROI
💰 Finance
(25)
freemium
10
Converge Mobile
Converge Mobile
Converge Mobile
by Elavon
Free

This app transforms your smartphone or tablet into a secure point-of-sale system. It allows businesses to accept various payment types, including chip cards and contactless payments, anywhere they operate. Features include automatic calculation of discounts, taxes, and tips, with options for digital or printed receipts.

Accept credit and debit cardsProcess chip and contactless paymentsRecord cash transactions
💰 Finance
(30)
free