Access your investment accounts securely on the go. View statements, balances, holdings, and account activity. Deposit checks, pay bills, and access market research.
1.6(66 ratings)
Free
Best apps like NetXInvestor™ Mobile
10+ similar apps compared and reviewed
3.6 avg rating
10 free apps
Updated July 2026
Whether you want more options like NetXInvestor™ 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.
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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.
Living Balance Sheet® by The Guardian Life Insurance Company of America
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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.
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MyRepChat
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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
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PAS NetXi
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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.
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BFE Mobile
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Access your financial account details, view balances, and connect with your advisor. This app provides a convenient way to manage your investments on the go.
View account informationCheck balancesContact advisor
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LPL Account View
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Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.
Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
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GUARDIAN® Accounts & Policies
Manage & Pay Securely
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Manage your individual life and disability insurance policies. View policy details, make secure payments, update billing, and access payment history. You can also manage your profile and opt for electronic statements.
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Osaic Equipt
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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.
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Altruist Client
The way money should feel.
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.
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