Best Modera Wealth Management, LLC alternatives: apps like Modera Wealth Management, LLC

10+ similar apps compared and reviewed

3.9 avg rating
10 free apps
Updated October 2026

Looking for something like Modera Wealth Management, LLC? We've analyzed 10+ 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 Modera Wealth Management, LLC

2.6(84 ratings)
Free
Paylocity For Finance screenshot 1
Paylocity For Finance screenshot 2
Paylocity For Finance screenshot 3
Paylocity For Finance screenshot 4
Paylocity For Finance screenshot 5

This app streamlines purchasing and payment processes for businesses. It automates accounts payable, manages expenses, and offers corporate cards to control spending and save time. Experience a simpler way to procure, pay, and close your books.

CCH Client Collaboration#3

CCH Client Collaboration by CCH Incorporated

Collab with tax professionals
Worth Considering
💰 Finance
1.6(47 ratings)
Free
CCH Client Collaboration screenshot 1
CCH Client Collaboration screenshot 2
CCH Client Collaboration screenshot 3
CCH Client Collaboration screenshot 4
CCH Client Collaboration screenshot 5
CCH Client Collaboration screenshot 6

Collaborate with your tax professional on tax returns from any device. Securely upload, sign, and track documents electronically, eliminating the need for printing, mailing, or in-person visits. Streamline your tax season with a convenient and efficient cloud-based platform.

More apps like Modera Wealth Management, LLC

4
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
Free

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
💰 Finance
(30)
free
5
Chubb Mobile
Chubb Mobile
Chubb Mobile
Chubb Personal Risk Services
Free

Access your insurance information and manage your policy on the go. Get digital auto ID cards, accident support, and tools to report claims easily. Connect with your agent and find answers to common questions.

Digital auto ID cardsAccident support toolsOne-step claim reporting
💰 Finance
(370)
free
6
TaxCaddy
TaxCaddy
TaxCaddy
Simplify tax time
Free

This app simplifies tax document gathering and sharing with your tax professional. It automatically retrieves financial documents, allows secure uploads of paper records, and enables electronic signing of tax forms. Collaborate with your accountant from any device, eliminating the need for office visits or paper organizers.

Automatic document retrievalSecure document uploadElectronic document signing
💰 Finance
(8.6K)
free
7
Computershare Investor Center
Computershare Investor Center
Computershare Investor Center
Shareholding, secure & simple
Free

Manage your shareholdings conveniently on the go. Access your portfolio, download important documents, and track your investments securely. You can also manage holding details and buy or sell shares.

Access portfolioDownload tax formsTrack investments
💰 Finance
(2K)
free
8
Papaya: Securely Pay Any Bill
Papaya: Securely Pay Any Bill
Papaya: Securely Pay Any Bill
Fast & Secure Bill Payments
Free

This app offers a streamlined and secure method for paying all your bills, eliminating the need for multiple logins or mailing checks. It utilizes advanced technology to process payments quickly and efficiently, supporting various payment methods for a wide range of bill types.

Pay any billFast paymentsSecure processing
💰 Finance
(118K)
free
9
Auto-Owners Mobile
Auto-Owners Mobile
Auto-Owners Mobile
Payments & policy access 24/7
Free

Manage your insurance policies, payments, and claims conveniently on the go. Access ID cards, request roadside assistance, and submit claims with ease. Stay informed with alerts and paperless document options.

Policy managementBill paymentsAutomatic payments
💰 Finance
(5.8K)
free
10
Carta - Manage Your Equity
Carta - Manage Your Equity
Carta - Manage Your Equity
All things equity in one place
Free

This platform helps individuals manage their equity, build businesses, and invest in emerging companies. The app allows users to handle all equity-related tasks, including accepting grants and exercising options.

Manage equityBuild businessesInvest in companies
💰 Finance
(9.5K)
ad-supported