Access your investment information conveniently from your mobile device. Connect with your financial advisor to get started.
3.4(11 ratings)
Free
Best apps like Credent Wealth
10+ similar apps compared and reviewed
3.9 avg rating
10 free apps
Updated September 2026
Credent Wealth 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 Credent Wealth
2.7😞(50 ratings)
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.
What We Love
- ✨ Improved UI/UX (recent updates)
- 🚀 Smoother performance (recent updates)
- 👍 Good balance of compliance and practice management
- 💡 Useful for client/advisor engagement
- ✅ Compliant texting solution
- 🤝 Helpful customer service (some users)
- 🔄 Constantly evolving and improving
Room to Improve
- 🐛 Frequent bugs and glitches
- 👎 Poor usability and user experience
- 🐌 Slow performance
- ❌ Unreliable message delivery
- 🚫 Lacks group texting functionality
- 🗑️ Outdated and clunky design
- 📉 Drives away customers
- 😠 Frustrating experience
- 💸 High cost for poor performance
- 🚫 No alternative options
- 📉 Hindrance to business
3.6(28 ratings)
Free
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.
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Flagstar Mobile Banking
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Manage your finances conveniently from your mobile device. Enroll directly, view balances and transactions, pay bills, send money, and deposit checks. Access credit scores and manage your debit card with ease.
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Lincoln Financial Mobile
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LPL Account View
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Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.
Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
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Benefits by WEX
by WEX, Inc.
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Manage your benefit accounts securely and conveniently. Quickly check balances, view account details, and submit claims with real-time access. The app offers time-saving options for HSA transactions, bill payments, and expense management.
Check account balances 24/7View account summaries and statementsFile claims and upload receipts
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Schwab Mobile
Own your tomorrow®
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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
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HealthEquity Mobile
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Manage your health benefit accounts conveniently from your mobile device. Access balances, submit claims, make payments, and manage debit cards. You can also track investments and receive personalized support.
On-the-go account access and historySubmit claims and paymentsManage debit cards
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