Best apps like M&W Clients

9+ similar apps compared and reviewed

4.5 avg rating
9 free apps
Updated August 2026

M&W Clients is great, but it's not the only option. Explore 9+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to M&W Clients

Net Worth Tracker - WealthLog#3

Net Worth Tracker - WealthLog by Michael Gilroy

Savings & Financial Calculator
Worth Considering
💰 Finance
3.7(3 ratings)
FreeIn-App Purchases
Net Worth Tracker - WealthLog screenshot 1
Net Worth Tracker - WealthLog screenshot 2
Net Worth Tracker - WealthLog screenshot 3
Net Worth Tracker - WealthLog screenshot 4
Net Worth Tracker - WealthLog screenshot 5
Net Worth Tracker - WealthLog screenshot 6

Manually track your assets and liabilities to understand your complete financial picture. Automatically calculate your net worth and monitor wealth growth with customizable charts and insights. Set financial goals and receive reminders to stay on track.

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Canaccord Wealth
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Manage your investment portfolio with a comprehensive dashboard showing current value, asset allocation, and performance. Access all your important financial documents and communicate securely with your Investment Manager.

Investment portfolio dashboardAsset allocation and performance trackingView transaction history
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MyBrewin
MyBrewin
MyBrewin
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Access and manage your investment portfolios from your mobile device. View real-time performance, transactions, holdings, and income estimates for your investments.

Portfolio overview with total value12-month income and performance estimatesView transactions and future income
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7
Evelyn Partners Mobile
Evelyn Partners Mobile
Evelyn Partners Mobile
by Evelyn Partners Group Limited
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Manage your investment portfolio with this app. View current values, track performance, check asset allocation, and access important documents like valuation and tax statements. Enhanced security features ensure your financial information is protected.

Manage investment portfolioView portfolio valuesCheck investment performance
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Charles Stanley Direct
Charles Stanley Direct
Charles Stanley Direct
Start investing in your future
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Manage your investments and financial future with a low-cost trading platform. Open various investment accounts, track portfolio performance in real-time, and access important documents securely. Get support from a dedicated client services team.

Open Stocks & Shares ISA, SIPP, and Investment AccountsManage all accounts and investments in one placeTrade stocks, funds, ETFs, and investment trusts
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free with in-app purchases