This app facilitates communication between financial advisors and their clients regarding financial goals and progress. It introduces the Elements Scorecard for a quick assessment of financial health.
4.6(53 ratings)
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Best apps like Currence
9+ similar apps compared and reviewed
4.2 avg rating
9 free apps
Updated September 2026
Currence is great, but it's not the only option. Explore 9+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.
Top Alternatives to Currence
Living Balance Sheet® by The Guardian Life Insurance Company of America
Strong Contender
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Free
This app allows clients to view their personal financial balance sheet, track progress towards goals, manage tasks, and securely access documents. It facilitates connection with a financial professional to maintain organization and stay on track with financial priorities.
PAS NetXi by Guardian Life Insurance Company of America
Worth Considering
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2.6(36 ratings)
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Manage your investment portfolio efficiently on the go. Access account information, view real-time quotes, and place trades. Stay connected to your financial world from your iPhone or iPad.
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Wealth Without Wall Street
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Connect with a community focused on achieving financial freedom outside of traditional Wall Street methods. Discover passive income strategies, learn from experts, and engage in discussions about real estate, investments, and taxes.
Passive income generation strategiesFinancial freedom tipsExpert Q&As
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Flourish Cash
Invitation-only cash account.
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Manage your high-yield cash account with this app, offering competitive APY and elevated FDIC insurance up to $15 million. Easily transfer funds, organize your money with custom buckets, and track financial goals. Invitation required to access.
High-yield cash accountElevated FDIC insurance coverageEasy and fast transfers
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Matson Money
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Monitor your investment portfolio's performance and progress towards financial goals. Access insights and make informed decisions through an intuitive platform designed for transparency and ease of use. Achieve financial confidence on the go.
Track portfolio performanceAccess financial insightsMonitor progress toward goals
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Advisor360°
Your Practice, In Your Pocket!
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This app provides secure mobile access for financial advisors to manage client information, place trades, and communicate with clients. It offers quick business insights, performance tracking, and workflow management tools.
Secure business accessQuick business insightsTrade execution and order status
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LivingWELL by MassMutual
Healthy habits, healthy wallet
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This app allows eligible customers to activate a wellness program, track physical activity and sleep, and earn cash rewards. Monitor your progress with daily, weekly, and monthly trends, and receive your earnings directly to your bank account.
Activate WELL Rider programTrack activity and sleepEarn cash rewards
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eMoney Client Portal
eMoney Client Portal
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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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