Best apps like NBT Wealth Client Portal

46+ similar apps compared and reviewed

4.2 avg rating
10 free apps
Updated July 2026

Looking for something like NBT Wealth Client Portal? We've analyzed 46+ 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 NBT Wealth Client Portal

More apps like NBT Wealth Client Portal

4
Veracity Capital
Veracity Capital
Veracity Capital
by Veracity Capital, LLC
Free

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing clients who have been granted specific phone application authorization. Inquiries regarding access can be directed to your primary Veracity Capital contact.

Portfolio data accessSimple interfaceElegant design
💰 Finance
(2)
free
5
Axiom Financial Strategies Grp
Axiom Financial Strategies Grp
Axiom Financial Strategies Grp
by Axiom Financial Strategies Group, LLC
Free
💰 Finance
(0)
6
Pittsfield Co-op Commerce
Pittsfield Co-op Commerce
Pittsfield Co-op Commerce
by Pittsfield Co-operative Bank
Free
💰 Finance
(0)
7
BerkShares
BerkShares
BerkShares
BerkShares
Free

This app allows users to pay locally using a digital currency backed 1:1 by US dollars. It connects to your bank account to facilitate easy payments to participating local businesses, helping them save on credit card fees.

Digital currency for local paymentsConnect to US bank accountsSupports participating local businesses
💰 Finance
(4)
free
8
Hightower Black Diamond
Hightower Black Diamond
Hightower Black Diamond
by HIGHTOWER HOLDING LLC
Free

Access your Black Diamond client portal and financial reports on the go. Requires authorization as a Hightower client. Contact your advisor to request access.

Mobile access to Black Diamond portalView financial reportsClient-specific access
💰 Finance
(8)
free
9
Nsight Financial
Nsight Financial
Nsight Financial
by NCINO, INC.
Free

This advanced mortgage toolkit helps loan officers, realtors, and borrowers accurately calculate mortgage insurance and loan payments for various loan types. It also features a document scanner to create secure PDFs for the lending process.

Accurate mortgage insurance calculationsPayment calculations for FHA, VA, USDA, Jumbo, Conventional loansSave and compare loan calculations
💰 Finance
(1)
free
10
Entrust Self-Directed IRA
Entrust Self-Directed IRA
Entrust Self-Directed IRA
Your SDIRA on The Go
Free

Manage your self-directed IRA investments, including alternative assets like real estate and private equity, directly from your mobile device. This app allows existing account holders to fund their accounts, purchase investments, and handle all aspects of their retirement planning on the go.

Invest in alternative assetsManage IRA contributions and beneficiariesAccess online learning center for strategies
💰 Finance
(10)
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