10+ similar apps compared and reviewed
Whether you want more options like NetX360® Mobile 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.
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.
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.
Access your investment accounts securely on the go. View statements, balances, holdings, and account activity. Deposit checks, pay bills, and access market research.
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.
Monitor your investments on the go with this app. Access account information, view portfolio allocation, holdings, and historical activity. Initiate check deposits and access electronic documents and statements from your mobile device.
Deposit checks remotely using your mobile device in a few simple steps. This app allows U.S. Bank business clients to avoid trips to the bank for check deposits. It offers a secure and convenient way to manage business finances on the go.
Manage your investment portfolio efficiently on the go. Access account information, view real-time quotes, and place trades. Stay connected to your financial world from your iPhone or iPad.
This app allows clients to view their personal financial balance sheet, track progress towards goals, manage tasks, and securely access documents. It facilitates connection with a financial professional to maintain organization and stay on track with financial priorities.
Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.
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.
