Best apps like HS Wealth Partners

5.0(4 ratings)

Free

Access your financial accounts and investments securely. View important documents and track your portfolio daily from anywhere. Connect with your dedicated client team for any inquiries.

Quotestream Mobile by Quotemedia

Strong Contender

3.7(11 ratings)

Free

Access real-time stock market data, research, and portfolio management on the go. Stay updated with market news, forex, and company information from anywhere.

GS Custody Solutions by Goldman Sachs

Worth Considering

Business banking made simple

4.2(13 ratings)

Free

Access portfolio summaries, positions, and transaction history on your mobile device. Securely manage high-priority items and view account balances and personal profile details. Offers on-the-go capabilities for modern clients.

More apps like HS Wealth Partners

Karat Financial

Manage business financesTrack transactions and spendingReal-time transaction monitoring

A modern business banking app for creators and entrepreneurs. It allows users to manage finances, track transactions, and send/receive transfers instantly. Take control of your creator business finances with this tool.

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Capra Bank

by Capra Bank

Review account balancesOpen new accountsTransfer funds

Manage your finances on the go with this mobile banking app. Review accounts, open new ones, transfer funds, pay bills, and deposit checks securely. Powered by advanced fintech for a seamless and reliable banking experience.

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Direct for Business Customers

by Sunflower Bank, National Association

Account information accessPayment managementMobile check deposit

Manage your business finances on the go with mobile access to treasury and business banking services. Perform tasks like viewing account information, making payments, depositing checks, and transferring funds between accounts. Advanced features include initiating ACH and wire transactions, and using a secure token.

(6)

by Wedbush Securities, Inc.

ClientLink

View account summaries and balancesReal-time market dataTrade stocks, ETFs, and mutual funds

Manage your investment accounts and access real-time market data on the go. Connect with your financial advisor, trade stocks, ETFs, and mutual funds, and research investment opportunities directly within the app.

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Advyzon

By Advyzon

Client managementContact managementNote taking

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.

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