Best MartinWright Advisory alternatives: apps like MartinWright Advisory

10+ similar apps compared and reviewed

4.3 avg rating
10 free apps
Updated October 2026

MartinWright Advisory 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 MartinWright Advisory

4.2(13 ratings)
Free
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Access portfolio summaries, positions, and transaction history on your mobile device. Securely manage high-priority items and view account balances and personal profile details. Offers on-the-go capabilities for modern clients.

Addepar#3

Addepar by ADDEPAR, INC.

Wealth management platform
Worth Considering
💰 Finance
3.9(60 ratings)
Free
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Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

More apps like MartinWright Advisory

4
401GO
401GO
401GO
401k plan management
Free

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections
💰 Finance
(16)
free
5
Advyzon
Advyzon
Advyzon
By Advyzon
Free

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.

Client managementContact managementNote taking
💰 Finance
(7)
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6
BNY Wealth Online
BNY Wealth Online
BNY Wealth Online
by The Bank of New York Mellon Corporation
Free

Securely manage and transact on consumer accounts, and monitor investment accounts. Access detailed portfolio views, statements, and tax documents. Transfer funds, pay bills, and deposit checks with ease.

Manage consumer and investment accountsView account statements and tax documentsTransfer funds between accounts
💰 Finance
(23)
free
7
StockFan
StockFan
StockFan
Stock market data & community
Free

Access real-time stock market data, breaking news, and engage with a community of investors. Stay informed about market trends and discuss investment strategies.

Real-time stock dataMarket newsInvestor community
💰 Finance
(81)
ad-supported
8
Bank With United Business
Bank With United Business
Bank With United Business
by United Bank (US)
Free

Manage your business finances conveniently from your mobile device. Check balances, transfer funds between accounts, pay bills, and deposit checks with ease. Locate nearby branches and ATMs using your device's GPS.

Check account balancesSearch recent transactionsTransfer funds between accounts
💰 Finance
(2.6K)
free
9
Cadence Treasury Token
Cadence Treasury Token
Cadence Treasury Token
Creating a Better Experience
Free

This app provides secure access to business banking accounts and allows for transaction initiation and approval. It requires enrollment in the Cadence Treasury Mobile App for authentication. Enhance your online banking security and convenience by downloading this token app.

Secure account accessInitiate transactionsApprove transactions
💰 Finance
(1)
free
10
Goldman Sachs Marquee
Goldman Sachs Marquee
Goldman Sachs Marquee
Market insights and analytics
Free

Access market insights, research, and analytics from financial experts. Stay updated with curated content, podcasts, and interactive tools for informed decision-making.

Personalized market commentary feedCurated research and thematic contentLibrary of podcasts, interviews, and webinars
💰 Finance
(1.2K)
ad-supported