10+ similar apps compared and reviewed
Whether you want more options like Lewis Financial 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 investment accounts, review balances, transaction history, and holdings. Communicate securely with your financial team from any location.
Access your investment portfolio and financial data through a secure online portal. View net worth, holdings, transactions, and asset allocation. Customize your views with custom account groups and enjoy robust security features.
Access your financial information and connect with your advisor on the go. This mobile portal provides secure access to your account data anytime, anywhere. Clients require login credentials from their advisor to use the app.
Access your investment accounts on the go. View balances, holdings, transactions, and performance. Manage electronic statements and documents securely.
Access your portfolio data through a streamlined mobile interface. This application is exclusively for authorized Bridges Trust clients. Contact your primary contact to request access.
Manage your business finances conveniently and securely from your mobile device. Check balances, view transactions, transfer funds, and deposit checks by taking pictures. Access your accounts anytime, anywhere.
Manage your bank accounts, deposit checks, pay bills, and transfer funds conveniently from your mobile device. Find nearby ATMs and branches, and securely send messages to the bank. Bank anytime, anywhere with this fast and free application.
