Access your investment portfolio and personal financial profile on the go. View account overviews, plan details, and contact your advisor directly. Requires registration on the Investia Client Portal.
4.8(70 ratings)
Free
Best apps like MonarchWealth
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4.0 avg rating
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Updated October 2026
MonarchWealth is great, but it's not the only option. Explore 8+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.
Top Alternatives to MonarchWealth
Beem Mobile Banking by Beem Credit Union
Strong Contender
💰 Finance
4.8😞(25 ratings)
Free
Manage your finances conveniently and securely with this mobile banking application. Access account summaries, deposit cheques, send e-Transfers, and locate ATMs and branches. Designed for British Columbians, it offers a user-friendly interface with biometric security.
What We Love
- 👍 Easy to navigate
- 🚀 Intuitive user experience
- 💡 Great design and branding
Room to Improve
- 🐛 Frequent technical issues
- 🔑 Excessive login verification
- ⏱️ Slow performance and loading times
- 💔 Downgrade from previous app
2.0(1 ratings)
FreeIn-App Purchases
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.
