Manage your financial life with this app. Aggregate accounts, track net worth, store documents, and connect with your advisor for a comprehensive overview and personalized insights.
Westwood Private Wealth by WESTWOOD HOLDINGS GROUP, INC






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Whether you want more options like Fortress Brokerage Solutions or a completely different take on the same concept, our curated list of 39+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.






Manage your financial life with this app. Aggregate accounts, track net worth, store documents, and connect with your advisor for a comprehensive overview and personalized insights.






This app provides life insurance quotes and facilitates drop-ticket submissions for licensed agents. It serves as a tool for agents to quickly generate quotes and submit e-applications for Pinney Insurance clients.



Access your financial accounts, portfolio data, and important documents securely. Learn about wealth management services and connect with your advisory team. Designed for both existing clients and those interested in becoming one.


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Access your insurance policy details, application status, and payment information. Make premium payments, track claims, and manage your profile. Easily connect with customer support for assistance.






Track gold prices in real-time without opening the app. Receive instant notifications for price changes, view live data on your home screen, and access historical charts and custom alerts within the application.


Compare life insurance quotes from over 30 carriers across all 50 states. Agents can sign up for a free account to access powerful tools. Get up-to-date quotes including policy fees and AMBest ratings.

