Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.
3.9(46 ratings)
Free
Best apps like myAdvisorLink
10+ similar apps compared and reviewed
4.1 avg rating
10 free apps
Updated September 2026
Whether you want more options like myAdvisorLink or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.
Top Alternatives to myAdvisorLink
4.8😐(1.6K ratings)
Free
Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.
What We Love
- 👍 Easy and intuitive to use
- 🚀 Stable and fast performance
- 💻 Clean and modern UI
- 🤝 Excellent personal care and management
- 💰 Great investment returns
Room to Improve
- 🐛 Crashes and freezes
- 📱 Compatibility issues with newer OS versions
- 🔍 Limited functionality and data
- 🔑 Frequent login/authentication issues
- 🧭 Lack of account nicknames and search
Schwab Advisor Center® Mobile by The Charles Schwab Corporation
Worth Considering
💰 Finance
2.5(42 ratings)
Free
This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.
More apps like myAdvisorLink
4
Jump AI
AI for wealth managers
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.
AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations
💰 Finance
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freemium5
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
(28)
free6
Investor360°
by Advisor360°, LLC
Free
Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.
Real-time holdings and balancesBalance and transaction historyDetailed position breakdown
💰 Finance
(110)
free7
Orion Wealth Management Portal
by Orion Advisor Services, LLC.
Free
Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.
Wealth management toolsAdvisor collaborationFinancial planning access
💰 Finance
(25)
free8
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
💰 Finance
(2.8K)
free9
Investor-Portal
AppFolio Investment Manager
Free
Access a centralized hub for real estate investors to monitor their investments and receive updates from their investment manager. Track performance, review documents, and get real-time project news.
Track investment performanceView and sign documentsReal-time project updates
💰 Finance
(1.5K)
free10
SWACU
by Southwest Airlines Federal Credit Union
Free
Manage your finances on the go with this comprehensive banking app. Perform most branch transactions securely from your mobile device, 24/7. Organize transactions, deposit checks remotely, and control your debit cards.
Organize transactions with tags, notes, and receipt photosSecure and fast account monitoringRemote check deposit
💰 Finance
(3.9K)
free