Best MyConfluence alternatives: apps like MyConfluence

2.5😞(59 ratings)

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.

What We Love

✨ Improved UI/UX (recent updates)
🚀 Smoother performance (recent updates)
👍 Good balance of compliance and practice management
💡 Useful for client/advisor engagement
✅ Compliant texting solution
🤝 Helpful customer service (some users)
🔄 Constantly evolving and improving

Room to Improve

🐛 Frequent bugs and glitches
👎 Poor usability and user experience
🐌 Slow performance
❌ Unreliable message delivery
🚫 Lacks group texting functionality
🗑️ Outdated and clunky design
📉 Drives away customers
😠 Frustrating experience
💸 High cost for poor performance
🚫 No alternative options
📉 Hindrance to business

Client Access by Raymond James Financial

Strong Contender

4.0😐(158 ratings)

Free

Securely manage your investment portfolio, transfer funds, and deposit checks from your mobile device. Access real-time market information, view account balances, and store important financial documents in a secure vault. Get a quick snapshot or in-depth review of your finances anytime.

What We Love

👍 Easy to use interface
🚀 Fast performance and quick access to information
📊 Comprehensive account and portfolio information
🔒 Secure authentication options (Face ID, Touch ID)
📱 Mobile check deposit feature works well
💼 Good integration with financial advisor services
🎨 Clean, modern design (in recent updates)
⚡ Customizable dashboard and account views

Room to Improve

🐛 Persistent login issues and authentication failures
🐛 App crashes and freezes frequently
📉 Lacks data visualization and charting capabilities
📊 Missing critical portfolio information and metrics
🔍 Poor search functionality (app not discoverable by bank name)
📱 Inadequate mobile responsiveness and horizontal scrolling issues
⏱️ Scheduled maintenance during active business hours
🔐 Face ID and Touch ID frequently broken or greyed out
📋 Cannot view historical performance data or trends
🚫 Limited trading capabilities compared to competitors
🐛 Inconsistent app behavior across devices
📄 Headers not frozen when scrolling through data
🔧 Poor customer support and ticket tracking

Schwab Advisor Center® Mobile by The Charles Schwab Corporation

Worth Considering

2.5(44 ratings)

Free

Schwab Advisor Center® Mobile screenshot 1

Schwab Advisor Center® Mobile screenshot 2

Schwab Advisor Center® Mobile screenshot 3

Schwab Advisor Center® Mobile screenshot 4

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 MyConfluence

S&T Mobile Banking

by S&T Bank

Check account balancesSearch recent transactionsTransfer funds between accounts

Manage your finances conveniently from your mobile device. Check balances, transfer funds between accounts, deposit checks remotely, and pay bills with ease. This app offers a secure way to handle your banking needs on the go.

free with in-app purchases

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by Clearview Federal Credit Union

Clearview Mobile App

Check account balancesTransfer fundsPay bills

Manage your finances on the go with this banking app. Check balances, transfer funds, pay bills, and locate financial centers and ATMs easily. It offers a secure and convenient way to handle your banking needs.

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Dollar Bank Mobile App

by Dollar Bank

Secure account access 24/7Mobile check depositQuick Balance view

Manage your Dollar Bank accounts conveniently from your mobile device. Deposit checks, transfer funds, pay bills, and send money securely. Access account balances quickly and find nearby ATMs or branches.

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Berkheimer Tax Innovations

File & pay local taxes in PA

File completed paper returnsGenerate EZ returns with W2sPay by credit card

Easily file and pay your Local Earned Income Tax in Pennsylvania. Submit completed paper returns or generate an EZ return using your W2s. Get refunds faster and save time and resources.

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Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing Black Diamond users who have been granted phone application authorization.

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by First National Bank of Pennsylvania

FNB Direct

Check account transactions and balancesManage FNB Debit CardDeposit checks

Manage your bank accounts, deposit checks, transfer funds, and pay bills conveniently from your mobile device. Access financial education, manage your debit card, and securely chat with support.

(54K)