Best apps like Echo45 Advisors

9+ similar apps compared and reviewed

3.9 avg rating
9 free apps
Updated July 2026

Echo45 Advisors 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 Echo45 Advisors

Altruist Client#1

Altruist Client by Altruist Corp

The way money should feel.
Editor's Choice
๐Ÿ’ฐ Finance
4.8๐Ÿ˜(1.4K ratings)
Free
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Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

What We Love

  • ๐Ÿ‘ Easy and intuitive to use
  • ๐Ÿš€ Stable and fast performance
  • ๐Ÿ’ป Clean and modern UI
  • ๐Ÿค Excellent personal care and management

Room to Improve

  • ๐Ÿ› Crashes and freezes
  • ๐Ÿ“ฑ Compatibility issues with newer OS versions
  • ๐Ÿ” Limited functionality and data
Customers Bank Mobile#2

Customers Bank Mobile by Customers Bank

Strong Contender
๐Ÿ’ฐ Finance
4.2(149 ratings)
Free
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Manage your personal bank accounts securely from your mobile device. This app offers features like checking balances, transferring funds, paying bills, depositing checks, and sending instant payments to others. Easily locate nearby branches and ATMs.

Pacific Service CU#3

Pacific Service CU by Pacific Service Credit Union

Bank anywhere with PSCU mobile
Worth Considering
๐Ÿ’ฐ Finance
4.8๐Ÿ˜ž(8.1K ratings)
Free
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Manage your finances on the go with this mobile banking application. Access account balances, transfer funds, deposit checks, and pay bills securely from your smartphone. Features include card controls, loan applications, and savings goal tracking.

What We Love

  • ๐Ÿ’ป Convenient mobile banking
  • ๐Ÿค Excellent customer service
  • ๐Ÿ’ณ Great banking products
  • ๐Ÿฆ Reliable credit union

Room to Improve

  • ๐Ÿข Slow and unresponsive app
  • ๐Ÿ› Frequent bugs and glitches
  • ๐Ÿ”’ Security issues with login/FaceID

More apps like Echo45 Advisors

4
RightCapital
RightCapital
RightCapital
Financial planning software
Free

Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.

View all financial accounts and investmentsLink external financial accountsTrack expenses with budget module
๐Ÿ’ฐ Finance
(46)
free
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
๐Ÿ’ฐ Finance
(45)
free
6
RBC Connect
RBC Connect
RBC Connect
by RBC Capital Markets, LLC
Free

Access your investment account information and market data anytime, anywhere. View balances, performance, holdings, and transactions on your mobile device.

Account information accessMarket dataBalance and performance summaries
๐Ÿ’ฐ Finance
(41)
free
7
Balance My Checkbook
Balance My Checkbook
Balance My Checkbook
Check Register With Sync
Free

Easily track your income and expenses to maintain an accurate account balance. Features include auto-complete, recurring transactions, and data syncing for multiple users. Avoid overdrafts and stay on top of your finances with this intuitive check register.

Auto-complete transactionsSchedule recurring transactionsSync data between users and devices
๐Ÿ’ฐ Finance
(4.5K)
free with in-app purchases
8
Schwab Advisor Centerยฎ Mobile
Schwab Advisor Centerยฎ Mobile
Schwab Advisor Centerยฎ Mobile
by The Charles Schwab Corporation
Free

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

Remote client account managementView account balances and positionsTrack submitted request statuses
๐Ÿ’ฐ Finance
(37)
free
9
SAFE Credit Union
SAFE Credit Union
SAFE Credit Union
by SAFE Credit Union
Free

Manage your finances on the go with secure mobile banking. Check balances, view transactions, pay bills, deposit checks remotely, and find nearby ATMs and branches. Access your account 24/7 from your Apple device.

24/7 account accessView transaction historyBill payment
๐Ÿ’ฐ Finance
(22K)
free