Best Equitable Trust alternatives: apps like Equitable Trust

5.0(1 ratings)

Free

Access your investment portfolio, view financial reports, and communicate with your wealth management team. This app requires you to be an existing, enabled client. Contact your team to request access.

Legacy TotalWealth by Legacy Trust Company (Texas)

Strong Contender

0.0(0 ratings)

Free

My Pathway Portal by Pathway Financial Solutions, INC.

Worth Considering

by Dorsey & Whitney Trust Co

5.0(2 ratings)

Free

Access your financial information securely in one place. View account balances, track performance, manage documents, and connect with your advisory team. Simplify your financial life with anytime, anywhere access to crucial data.

More apps like Equitable Trust

DWTC Mobile

(0)

by Tanglewood Wealth Management, Inc.

Tanglewood Wealth

(0)

by DOUGLASS WINTHROP ADVISORS, LLC

Douglass Winthrop Portal

Access quarterly reportsView account informationSecure client portal

This application provides clients of Douglass Winthrop Advisors secure access to their financial reports and account information. Designed for high-net-worth individuals, families, trusts, and endowments, it offers a streamlined way to view important documents.

(4)

free

First United Wealth Management

by First United Bank & Trust

View profile balancesAccount summariesVisual dashboards

Monitor your investment accounts and track performance against the market with clear visuals and breakdowns. This finance app provides quick access to your profile balances and account summaries, helping you gauge your wealth-building progress.

(1)

free

Howard Capital Management, Inc

by Trust Company of America

Enhanced usabilityUser-friendly interfaceMobile access

This application provides authorized users with access to financial information and tools on the go. It offers an enhanced user experience for easy navigation and allows users to stay connected with their financial management from any mobile device.

(1)

free