Enterprise Wealth Management by Enterprise Bank and Trust



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Whether you want more options like Integrity Wealth or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.













Access your financial accounts and track performance with this app. View your account valuation, monitor progress towards your financial goals, and receive personalized service from financial experts.






This app provides clients with direct access to their financial accounts, allowing them to view balances and easily connect with their dedicated advisor. It facilitates comprehensive financial planning, estate and tax advice, risk management, and investment management.


Access your investment accounts, review balances, transaction history, and holdings. Communicate securely with your financial team from any location.




Access your wealth management client portal to view accounts, portfolio performance, and securely store financial documents. This registered investment advisor offers a comprehensive solution for managing your finances.