Best apps like ModernAdvisor

9+ similar apps compared and reviewed

4.1 avg rating
9 free apps
Updated July 2026
ModernAdvisor
ModernAdvisor
Modern Advisor Canada Inc.

Looking for something like ModernAdvisor? We've analyzed 9+ 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 ModernAdvisor

Access CU#1

Access CU by Access Credit Union Limited

Editor's Choice
💰 Finance
4.2😞(5 ratings)
Free
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Manage your finances securely and conveniently from your mobile device. Deposit cheques, open new accounts, schedule payments, and transfer funds between accounts. Offers enhanced security features and customization options for a personalized banking experience.

What We Love

  • ✅ Basic banking functions work when app is functioning
  • 🔒 Enhanced security features compared to predecessor apps
  • 📱 Supports e-transfers and bill payments
  • 💳 Mobile deposit capability available

Room to Improve

  • 🐛 Frequent crashes and freezes
  • 🔐 Persistent login failures and lockouts
  • ⏱️ Extremely slow performance and loading
CI Direct Investing#2

CI Direct Investing by WealthBar Financial Services Inc

Formerly WealthBar
Strong Contender
💰 Finance
4.5(8 ratings)
FreeAds
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Manage your savings, investments, and access financial advice conveniently from your mobile device. Get a professionally managed portfolio tailored to your goals and track your progress with an intuitive dashboard. Enjoy low fees and a free high-interest savings account.

More apps like ModernAdvisor

4
Aviso
Aviso
Aviso
by Aviso Wealth Inc.
Free

Access and monitor your investment accounts securely on the go. View real-time account summaries, holdings, performance, and history. Review statements and track your financial progress efficiently.

Real-time account informationView holdings, performance, and historyDownload account and tax statements
💰 Finance
(0)
free
5
Sunrise Mobile App
Sunrise Mobile App
Sunrise Mobile App
by Sunrise Credit Union Limited
Free

Manage your finances on the go with this mobile application. Access your accounts, locate nearby branches and ATMs using GPS, and deposit checks using your device's camera. Easily add new e-Transfer recipients from your contacts.

Account accessGPS-enabled branch/ATM locatorMobile check deposit
💰 Finance
(12)
free
6
First Nat Mortgage App
First Nat Mortgage App
First Nat Mortgage App
by First National Bank (VA)
Free
💰 Finance
(0)
7
Manulife Bank Mobile
Manulife Bank Mobile
Manulife Bank Mobile
by The Manufacturers Life Insurance Company
Free

Manage your finances on the go with secure banking features. Check balances, pay bills, transfer funds, deposit checks, and automate savings. Personalize your experience with custom themes and enjoy smart spending insights.

Secure sign-in with Face ID/Touch IDCustomizable dashboard and themesPersonalized spending insights
💰 Finance
(83)
free with in-app purchases
8
Wealthica
Wealthica
Wealthica
Track all your investments
Free

Consolidate all your financial accounts into one platform. Automatically track your net worth, investments, and transactions from thousands of institutions. Gain an unbiased view of your wealth and manage your finances effectively.

Net worth trackingAutomatic daily updatesConsolidated transaction history
💰 Finance
(22)
free with in-app purchases
9
Neontra
Neontra
Neontra
Understand Your Money
Free

Organize, understand, and manage your financial life to plan for a brighter future. Track spending, budgets, debt, and investments. Utilize insights and forecasts for future planning.

Net Worth TrackingSpend Tracking & Cash Flow AnalysisBudgeting Tools
💰 Finance
(1)
freemium