Best apps like Klingman & Associates

10+ similar apps compared and reviewed

4.9 avg rating
10 free apps
Updated July 2026
Klingman & Associates
Klingman & Associates
Klingman & Associates, LLC

Klingman & Associates is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Klingman & Associates

More apps like Klingman & Associates

4
Spokn: Voice & Earn
Spokn: Voice & Earn
Spokn: Voice & Earn
Earn real cash with your voice
Free

Turn your commute into a paid opportunity by sharing your authentic voice opinions with brands. Earn cash for each response and level up for increased earnings and bonuses. Cash out via PayPal, Venmo, or gift cards.

Record voice responsesHands-free commute modeEarn cash per response
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Pinion Wealth
Pinion Wealth
Pinion Wealth
by KCOE WEALTH MANAGEMENT LLC
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Pitcairn Mobile
Pitcairn Mobile
Pitcairn Mobile
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7
Legacy JSA Portal
Legacy JSA Portal
Legacy JSA Portal
Legacy App
Free

Access your complete financial picture, including net worth and plans, with an interactive dashboard and dynamic reports. Monitor cash flow, asset allocation, and link external accounts. View secure documents and invoices, with enhanced login security options.

Interactive financial dashboardDynamic reports for cash flow and asset allocationLink external assets and liabilities
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8
Sendero Wealth Management
Sendero Wealth Management
Sendero Wealth Management
by Sendero Wealth Management, LLC
Free

Manage your finances with a secure and intuitive mobile dashboard. Access interactive reports, budgeting tools, and a secure document vault for communication with your financial advisor.

Interactive financial dashboardDynamic investment reportsSecure document vault
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9
Merriman Client Portal
Merriman Client Portal
Merriman Client Portal
by Merriman Wealth Management, LLC
Free

Access a comprehensive view of your finances and communicate with your advisor. This secure app offers an intuitive dashboard, interactive reports, and a document vault for easy access to financial information.

Interactive financial dashboardDynamic investment reportsSecure document vault
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10
SMI Private Client
SMI Private Client
SMI Private Client
by SMI Advisory Services, LLC
Free

Manage your finances with this secure and user-friendly mobile app. Track investments, view statements, and connect with your advisor. Get a complete financial overview on an interactive dashboard.

Interactive financial dashboardInvestment performance trackingDocument vault for statements
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