Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.
Orion Wealth Management Portal by Orion Advisor Services, LLC.
Editor's Choice
💰 Finance
3.8(25 ratings)
Free
Best apps like Merit Financial Advisors
30+ similar apps compared and reviewed
4.2 avg rating
10 free apps
Updated August 2026
Looking for something like Merit Financial Advisors? We've analyzed 30+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.
Top Alternatives to Merit Financial Advisors
4.9(1.1K ratings)
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.
Kohler CU by Kohler Credit Union
Worth Considering
💰 Finance
4.2😊(977 ratings)
Free
Manage your finances on the go with this secure and easy-to-use digital banking app. Track balances, deposit checks remotely, monitor your credit score, and make payments. It also offers budgeting tools and secure messaging for personalized assistance.
What We Love
- 🚀 Easy to use
- 👍 Convenient features
- 🔒 Secure banking
- 🚀 Quick access to accounts
Room to Improve
- 🐛 Occasional app crashes
- 🔍 Difficult to find transactions
- 🔒 Excessive security steps
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4
eMoney Client Portal
eMoney Client Portal
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Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.
All-in-one account aggregationSpending and investment trackingPersonalized goal setting
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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
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MyRepChat
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This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.
Compliant text messagingClient and colleague communicationConversation retention
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401GO
401k plan management
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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
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ID Watchdog
by IDWatchdog
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Safeguard your personal information and that of your family with real-time alerts for suspicious activity. Control access to your credit report, monitor the dark web, and receive expert help if your identity is compromised.
Real-time alerts for suspicious activityCredit report lock and unlockDark web monitoring
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Wealthscape Investor℠
by National Financial Services LLC
Free
Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.
View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
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SEI Connect - Investor
Powering Wealth
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Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.
Biometric loginPush notificationsDocument scanner
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