Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.
4.2(58 ratings)
Free
Best apps like Cresset
10+ similar apps compared and reviewed
3.4 avg rating
10 free apps
Updated August 2026
Whether you want more options like Cresset 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 Cresset
4.8😞(3.3K ratings)
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This app provides PURE insurance members with tools to manage their policies, submit claims, and access exclusive member benefits. It offers features like real-time claim tracking, digital home inspections, and personalized insurance advice.
What We Love
- 👍 Easy self-service features
- 💡 Useful member privileges
- 🚀 Smooth login experience
Room to Improve
- 🐛 Frequent login issues
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- 🐛 Buggy and unstable performance
Atlas — members only. by Atlas Exploration Inc.
Dining. Travel. Credit card.Worth Considering
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Access exclusive reservations at sought-after restaurants, prime seats for popular events, and premium hotel suites worldwide. This service unlocks unparalleled experiences and benefits for its members.
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NetX360® Mobile
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Conduct critical business operations on the go with a virtual office at your fingertips. Access client accounts, market data, and trading capabilities from anywhere. Stay informed with real-time updates and notifications to support your business.
Client account managementMarket data and watch listsReal-time alerts and notifications
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Teamworks Wallet
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This digital banking solution allows college athletes and organizations to receive, store, and spend money. It offers fast access to funds and integrates directly with a sports operating system for seamless financial management.
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NFL Player Benefits
View and manage your accounts
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Access and manage your NFL and NFLPA benefits, including financial, health, and career resources. Utilize tools and calculators to understand your finances and apply for benefits online.
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BNY Wealth Online
by The Bank of New York Mellon Corporation
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Securely manage and transact on consumer accounts, and monitor investment accounts. Access detailed portfolio views, statements, and tax documents. Transfer funds, pay bills, and deposit checks with ease.
Manage consumer and investment accountsView account statements and tax documentsTransfer funds between accounts
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Addepar
Wealth management platform
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Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.
Real-time portfolio dataNet worth trackingPerformance analysis
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BNY Pershing Access
NetXInvestor
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Access your investment accounts securely on the go. View statements, balances, holdings, and account activity. Deposit checks, pay bills, and access market research.
View account statements and tax documentsAccess balances and portfolio holdingsMonitor account activity and cash flow
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City National Bank App
Mobile banking reimagined
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Manage your finances with a comprehensive mobile banking app. Easily view accounts, deposit checks, pay bills, transfer funds, and set up wire transfers. Includes secure login options and a business suite for integrated management.
Deposit checks from your devicePay bills and people via ZelleSet up wire transfers
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