10+ similar apps compared and reviewed
Whether you want more options like Cornerstone Planning 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.
Securely access and manage your financial portfolio and investments on the go. Track performance, monitor market trends, and connect with your advisory team directly from your smartphone or tablet. Seamless integration with the client portal makes wealth management convenient.
Access your financial account details and connect with your portfolio manager through a streamlined, secure mobile interface. This app provides a simple way to manage your investments on the go.
Access your investment portfolio and account details through a streamlined mobile interface. This application is exclusively for authorized clients of the wealth management group. Request access through your primary contact or the company website.
Access your New Republic Partners portfolio data with a user-friendly interface. View performance reports for specific time frames, asset classes, and accounts. Requires client authorization.
Access your financial portfolio with a clean interface. Monitor balances, holdings, account activity, and investment performance. Interact directly with your financial team.
Access your financial portfolio and essential documents securely on the go. This app provides intuitive functionality for clients to manage their accounts and connect with their relationship team.
