Manage your commercial card account on the go. Cardholders can upload receipts, view transactions, and code expenses. Account managers can review and approve transactions remotely.
4.6(776 ratings)
Free
Best apps like JULY Retirement
10+ similar apps compared and reviewed
3.7 avg rating
10 free apps
Updated August 2026
Whether you want more options like JULY Retirement 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.
Top Alternatives to JULY Retirement
UMB Mobile by UMB Financial Corporation
Strong Contender
💰 Finance
4.3😞(3.1K ratings)
FreeAds
Manage your UMB bank accounts on the go. Check balances, transfer funds, pay bills, deposit checks, and find ATMs. Securely access your financial information and manage alerts from your mobile device.
What We Love
- 🚀 Easy to use
- 🚀 Convenient mobile banking
- 🔒 Secure login options
- 👍 User-friendly interface
Room to Improve
- 🐛 Frequent login issues
- 🐛 Buggy mobile deposit feature
- 🐛 Crashes and freezes
UMB Benefit Spending Accounts by UMB Financial Corporation
Worth Considering
💰 Finance
1.2(44 ratings)
Free
Manage your HRA and FSA health benefit accounts with ease. Quickly check balances, view claims, and submit expenses on the go. The secure app provides real-time access to your account information and offers time-saving features for efficient benefit management.
More apps like JULY Retirement
4
Jump AI
AI for wealth managers
Free
This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.
AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations
💰 Finance
(1.1K)
freemium5
NueSynergy Mobile
by NueSynergy
Free
Manage your consumer-driven healthcare and tax-favored benefit accounts from a single mobile app. Access account details, view transactions, and fund your HSA. Seamlessly log in with your existing online portal credentials.
Manage benefit accountsView account balancesSee recent transactions
💰 Finance
(692)
ad-supported6
MembersAlliance Mobile
by MembersAlliance Credit Union
Free
Manage your finances with this personal banking app. Organize transactions with tags and notes, set up balance alerts, and make payments. Deposit checks, manage debit cards, and monitor your credit score. Find nearby branches and ATMs securely.
Organize transactions with tags, notes, and receipt photosSet balance alertsMake payments and transfer money
💰 Finance
(1.3K)
ad-supported7
Schwab Advisor Center® Mobile
by The Charles Schwab Corporation
Free
This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.
Remote client account managementView account balances and positionsTrack submitted request statuses
💰 Finance
(41)
free8
Wealthscape℠
by National Financial Services LLC
Free
This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.
Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.7K)
free9
Dupaco Shine Mobile Banking
by Dupaco Community Credit Union
Free
Manage your finances on the go with this mobile banking app. Track spending, transfer funds, pay bills, and set savings goals. It also offers features to improve financial well-being, such as subscription management and credit score monitoring.
Manage accounts and view transactionsTransfer funds between accountsPay bills and schedule transfers
💰 Finance
(471)
free10
HausMoney
Do more with your tips!
Free
Access your tips instantly and manage your finances with a digital account and physical/virtual card. Enjoy fee-free checking and integrate with digital wallets for easy payments. Take control of your earnings and spending in one convenient app.
Instant tip accessDigital account managementPayroll direct deposit
💰 Finance
(16)
free