Best NetXInvestor™ Mobile alternatives: apps like NetXInvestor™ Mobile

10+ similar apps compared and reviewed

3.3 avg rating
10 free apps
Updated November 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.

Top Alternatives to NetXInvestor™ Mobile

3.7😞(147 ratings)
Free
AdviceWorks® screenshot 1
AdviceWorks® screenshot 2
AdviceWorks® screenshot 3
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AdviceWorks® screenshot 5

Manage your complete financial picture with this app, offering a comprehensive overview of accounts, investment performance, and net worth. Securely store financial documents and collaborate with your financial professional.

What We Love

  • 👍 Access to accounts and documents
  • 👍 Intuitive and straightforward navigation
  • 👍 Face ID login support
  • 👍 Seamless interface for tracking finances
  • 👍 Useful for viewing account balances
  • 👍 Useful for viewing/uploading documents

Room to Improve

  • 🐛 Frequent login issues
  • 🐛 App crashes frequently
  • 🐛 Inconsistent data updates
  • 🐛 Missing key features from web version
  • 🐛 Not user-friendly interface
  • 🐛 Poorly designed UI elements
  • 🐛 Security concerns with password reset
  • 🐛 Unreliable account synchronization
  • 🐛 Portrait mode only
  • 🐛 No historical charts or performance tracking
  • 🐛 No stock lookup feature
  • 🐛 No way to change password in-app
  • 🐛 No daily gain/loss information
  • 🐛 No log of new trades
  • 🐛 Blank screen after loading
  • 🐛 App requires turning off privacy settings
  • 🐛 Does not automatically pick up SMS codes
  • 🐛 Holdings frequently missing
  • 🐛 Cannot download cost basis
  • 🐛 Total balance not accurately reported
  • 🐛 Does not show balance changes well
  • 🐛 Lacks value over other apps
  • 🐛 Tiny fine print and faded colors
  • 🐛 Awkward two-factor authentication process
2.0😞(148 ratings)
Free
Osaic Equipt screenshot 1
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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.

What We Love

  • 👍 App works for checking balance

Room to Improve

  • antiquated interface and technology
  • ❌ Multiple login steps
  • ❌ Frequent crashes and unavailibity
  • ❌ No biometric login
  • ❌ Cannot download documents
  • ❌ Data presentation is poor
  • ❌ Login issues (session expired, repeated logins)
  • ❌ App is a website wrapper
  • ❌ Lacks modern features
  • ❌ Unintuitive interface
  • ❌ No real-time updates or transparency

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4
BFE Mobile
BFE Mobile
BFE Mobile
by BENJAMIN F. EDWARDS & COMPANY, INC.
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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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5
Living Balance Sheet®
Living Balance Sheet®
Living Balance Sheet®
by Guardian Life Insurance Company of America
Free

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.

View personal balance sheetTrack financial goalsManage tasks
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6
Karta App
Karta App
Karta App
Gestiona tu tarjeta Karta
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Manage your Karta credit card with instant access to your balance, transaction history, and accumulated points. Enjoy a secure, accessible, and simple interface for complete financial control.

Check account balanceView detailed transactionsTrack accumulated points
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7
PAS NetXi
PAS NetXi
PAS NetXi
by Guardian Life Insurance Company of America
Free

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.

Account balances and holdingsTransaction historyOrder status tracking
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8
Envestnet Client View
Envestnet Client View
Envestnet Client View
by Envestnet Financial Technologies, Inc.
Free

Manage your finances and work towards your financial goals with this mobile application. It offers tools to simplify your financial life, suitable for both new and experienced users.

Financial controlGoal achievementFinancial life simplification
💰 Finance
(14)
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9
MyRepChat
MyRepChat
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
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10
LPL Account View
LPL Account View
LPL Account View
by LPL Financial
Free

Access your LPL accounts securely and conveniently from your mobile device. Monitor your total portfolio, track balances, view transaction activity, and analyze asset allocations. Access account documents and receive daily market updates.

Monitor accountsTrack portfolio valueView account balances
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(4.6K)
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