Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.
Orion Wealth Management Portal by Orion Advisor Services, LLC.
Editor's Choice
💰 Finance
3.8(25 ratings)
Free
Best apps like NorthStar Series 65
10+ similar apps compared and reviewed
3.8 avg rating
10 free apps
Updated August 2026
Whether you want more options like NorthStar Series 65 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 NorthStar Series 65
Wealthscape℠ by National Financial Services LLC
Strong Contender
💰 Finance
4.8😞(2.7K ratings)
Free
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.
What We Love
- 👍 Easy to use
- 🚀 Smooth check deposit
- 💡 Helpful for administrative tasks
Room to Improve
- 🐛 App freezes when depositing checks
- 🐛 Crashes when making deposits
- 🐛 Unresponsive after updates
Schwab Advisor Center® Mobile by The Charles Schwab Corporation
Worth Considering
💰 Finance
2.5(41 ratings)
FreeAds
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.
More apps like NorthStar Series 65
4
Republic: Private Investing
Venture, funds, crypto
Free
Invest in startups, real estate, and video games with this platform. It offers access to curated deals previously unavailable to most individuals, allowing for portfolio diversification and participation in company growth. Join a global community of investors.
Invest in startups, real estate, and video gamesAccess curated investment dealsInvest regardless of experience level
💰 Finance
(3.1K)
free with in-app purchases5
RightCapital
Financial planning software
Free
Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.
View all financial accounts and investmentsLink external financial accountsTrack expenses with budget module
💰 Finance
(46)
free6
TrendSpider
by TrendSpider LLC
Free
Access professional trading and market research tools directly from your mobile device. This app provides advanced market analysis, real-time trading alerts, and unique alternative data to help you stay informed and ahead in financial markets.
Professional-grade trading platformAdvanced market researchReal-time trading alerts
💰 Finance
(345)
free7
Linqto
Access to Private Investment
Free
Access private investment opportunities in leading global unicorns and private companies. Evaluate and invest in innovative mid-to-late-stage companies across diverse sectors like fintech, AI, and health tech. Democratizes access to private market investments for accredited investors.
Access to private company investmentsEvaluate investment opportunitiesInvest in unicorns and startups
💰 Finance
(89)
free with in-app purchases8
FRED Economic Data
by Federal Reserve Bank of St. Louis
Free
Access a vast collection of economic data from numerous sources on the go. Visualize trends with custom graphs and easily share insights. Stay updated with the latest economic news and research.
Access 149,000+ economic data seriesBrowse data by category, source, or popularityCreate custom data graphs
💰 Finance
(86)
free9
Barchart Stocks & Futures
Quotes, Charts, and More
Free
Track stocks, futures, forex, ETFs, and indices with in-depth data including charts, technicals, fundamentals, and opinions. Manage multiple watchlists and access financial news and commentary. Offers real-time quotes and customizable charting tools.
Customizable multiple Favorites listsExtensive market data for stocks, futures, forexReal-time BATS stock quotes
💰 Finance
(8.9K)
free with in-app purchases10
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
💰 Finance
(45)
free