Best Hirtle Callaghan alternatives: apps like Hirtle Callaghan

0.0(0 ratings)

Free

Wing App by Wing Financial, Inc.

Financial Superintelligence

Strong Contender

4.9(13 ratings)

Free

Access exclusive private wealth management services and personalized financial guidance. This SEC-registered institution offers expert portfolio management without high minimums, alongside tools to plan life experiences.

CNB Wealth Management Mobile by City Holding Company

Worth Considering

AdvantageTSC Mobile Banking

5.0(1 ratings)

Free

CNB Wealth Management Mobile screenshot 1

CNB Wealth Management Mobile screenshot 2

CNB Wealth Management Mobile screenshot 3

Access your trust and investment accounts securely on the go. View your total wealth, portfolio snapshots, and detailed holdings. Share information with your advisor to make informed financial decisions.

More apps like Hirtle Callaghan

by Tristate Capital Holdings, Inc.

View account balancesSee transaction detailsTransfer money between accounts

Manage your TriState Capital Bank accounts conveniently and securely from your iPhone. Access features like viewing balances, transferring funds, and initiating payments with the same functionality as online banking.

(2)

U.S. Bank Pivot

Investment Services

Comprehensive deal/account dataFile cabinet accessAsset exposure overview

This app provides CDO and Custody clients with essential features for managing investments on the go. Access deal and account data, review transactions, approve cash movements, and receive critical notifications.

(23)

by Burke and Herbert Bank and Trust Company

B&HB Commercial Banking

Account and transaction viewingPayment approvals (ACH, wire, transfers)Check deposit

Manage your business finances on the go. View accounts, approve payments, deposit checks, and make decisions on exceptions. Secure login with advanced encryption ensures your data is protected.

(1)

Plante Moran Wealth

by PMFA INC

On-demand portfolio accessView financial assets and liabilitiesDocument access

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

(8)

Trust Point Wealth Management

HTCAgent ONE

by PalmAgent Software

Generate buyer estimatesCreate seller net sheetsCustomizable email/printouts

This app helps real estate professionals quickly generate buyer estimates and seller net sheets. It offers customizable email and printout options for client presentations. A free trial is available for subscription plans.

free with in-app purchases

(9)

Deutsche Wealth Online US

by Deutsche Bank AG

Access Deutsche Bank deposit accounts and transactionsPerform ACH, Wire, and Internal transfersBill Pay for over 9,000 payees

Manage your Deutsche Bank accounts with an intuitive mobile and desktop experience. Access deposits, make transfers, and pay bills with real-time updates and customizable settings. Enjoy state-of-the-art security for your wealth management needs.

(5)