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
30+ similar apps compared and reviewed
3.7 avg rating
10 free apps
Updated August 2026
Whether you want more options like myAdvisorLink or a completely different take on the same concept, our curated list of 30+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.
Top Alternatives to myAdvisorLink
Schwab Advisor Center® Mobile by The Charles Schwab Corporation
Strong Contender
💰 Finance
2.5(41 ratings)
FreeAds
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.
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.
More apps like myAdvisorLink
4
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)
free5
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
(93)
free6
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
(2.7K)
free7
MyRepChat
Compliant Text Messaging
Free
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
💰 Finance
(45)
free8
KRAKONS Wallet
by SCV Soft Co., Ltd.
Free
💰 Finance
(0)
9
Continental Bank
Continental Bank
Free
Manage your business finances 24/7 with this mobile banking app. Safely access account statements, transfer money, pay bills, and deposit checks. It offers secure messaging for account and transaction updates.
Manage deposit and lending accountsAccess account statementsSecure messaging
💰 Finance
(5)
free10
Metro Bank Authenticator
by MetroBank
Free
This app provides a secure and convenient way for Metro Bank Business customers to authenticate online banking actions. It replaces the need for a physical security device, allowing for quick verification of logins, payments, and account changes directly from your mobile.
Authenticate online banking actionsSecure login verificationApprove new payment setups
💰 Finance
(0)
free