Best North Star Inv Mgmt alternatives: apps like North Star Inv Mgmt

0.0(0 ratings)

Free

Wealth Coach Pro by Wealth Coach, LLC

See how decisions shape wealth

Strong Contender

5.0(4 ratings)

FreeIn-App Purchases

This app helps you visualize the financial impact of life decisions. Explore how choices like buying a home or changing careers affect your future wealth without complex spreadsheets or jargon. It provides a dynamic financial plan that updates with every decision.

Portfolio by Zanbato by Zanbato, Inc.

Investor Companion App

Worth Considering

by BlackDiamond Wealth Management, Inc.

5.0(3 ratings)

Free

This app provides Zanbato Fund investors with a mobile platform to monitor their investment portfolio. Users can view balances, track performance, and access important financial documents like K-1s and statements directly from their device.

More apps like North Star Inv Mgmt

BlackDiamond WM

View account informationCheck balancesAccess planning tools

Access your financial account details, view balances, and utilize planning tools. Easily connect with your financial advisor through the app.

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Eagle Bank MN

by Eagle Bank MN

View account balances and transaction historyAdd tags, notes, and photos to transactionsSet up balance alerts

Manage your Eagle Bank accounts conveniently and securely from your mobile device. View balances, transfer funds, deposit checks, pay bills, and locate branches or ATMs. Set up alerts and even turn your debit card on or off.

(297)

Waypoint Bank

by Waypoint Bank

Check account balancesView transactionsTransfer funds

Manage your finances anytime, anywhere with 24/7 account access. This app allows you to check balances, view transactions, transfer funds, pay bills, and make deposits. It also helps you find nearby ATMs and branches.

(239)

iBB @ Lake Forest Bank & Trust

by Lake Forest Bank and Trust Company

Positive Pay Exception DecisionsMobile ApprovalsMobile RDC (Check Deposit)

Manage your business finances on the go with this secure and easy-to-use mobile banking service. Conduct key banking functions, approve transactions, deposit checks, and view account activity from your smartphone or tablet.

(0)

Wealth control and planning

Vyzer

Unified wealth dashboardAI-powered data trackingLP investment management

Manage and grow your diverse assets, from investments to insurance, in a single, unified dashboard. This app uses AI to automatically track your financial data, offering insights and secure collaboration for individuals and families.

(4)

by New Haven Mortgage, Inc.

New Haven Mortgage

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