Best Evoke Advisors alternatives: apps like Evoke Advisors

5.0(2 ratings)

Free

Access and manage your investment portfolio securely from your iPhone or iPad. View comprehensive summaries, detailed analytics, and important financial documents. Customize your experience and stay connected to your financial picture anytime, anywhere.

Fort Knox Bank by Austin Capital Bank SSB

High-Security Savings.

Strong Contender

5.0(13 ratings)

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This app offers a high-security savings account designed to protect users from bank fraud and scams. It employs advanced security features like closed-loop protection, account cloaking, and multi-factor authentication to safeguard funds. The service prioritizes user security with features like delayed withdrawals and no links in communications.

My E-Mortgage by Insignia by Insignia Mortgage, Inc.

Worth Considering

IEQ Capital Investment Portal

0.0(0 ratings)

Free

More apps like Evoke Advisors

by IEQ Capital, LLC

Secure client portalBalance sheet overviewInvestment portfolio tracking

Access a secure and comprehensive view of your financial life. Track your balance sheet, investment portfolio, and performance with real-time updates and sophisticated insights to support informed decision-making.

(4)

1CB Express Mobile

by MidFirst Bank

Check account balancesView recent transactionsPay bills

Manage your finances on the go with this mobile banking application. Check balances, pay bills, deposit checks, and send money securely. Find nearby branches and ATMs, and access your electronic statements.

(2)

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Refundly

Never miss a refund.

Track online returns automaticallyMonitor refund status in real-timeReceive instant refund notifications

This app automates the process of tracking online returns, monitoring refund statuses, and alerting users when their money is credited. It helps users manage returns from various retailers and visualize their total refunded amounts.

free with in-app purchases

(20)

First Century Bank

by First Century Bank

Secure login (passcode, fingerprint, facial recognition)Transaction organization with tags, notes, and photosCustomizable balance alerts

Manage your bank accounts securely and conveniently from your mobile device. Features include quick logins, transaction organization, payment capabilities, and mobile check deposits. Stay informed with customizable alerts and easily locate branches and ATMs.

(929)

by ACA Compliance Group LLC

ComplianceAlpha

Enterprise-wide risk managementStreamlined compliance processesFinancial services focus

This application helps financial services companies improve and simplify their risk and compliance management processes. It offers a comprehensive solution for enterprise-wide oversight.

(14)

NAV Portal

by Nav Consulting Inc

Secure data accessAccounting reportsRisk analytics

Securely access accounting reports, risk analytics, and portfolio data on the go. Monitor fund activities, generate reports, and log support requests from your mobile device. Offers the full desktop experience with enhanced flexibility for investment managers and investors.

(9)

Envelope: Budgeting & Banking

Your ultimate money manager

Digital envelope budgeting systemHigh-yield savings accountEarly paycheck access

This app digitizes the envelope budgeting system to help users track spending, save money, and manage their finances effectively. It offers features like early paycheck access, high-yield savings, and transaction notifications for comprehensive financial control.

(393)