Best apps like Osaic Equipt

4.7😞(19K ratings)

Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

What We Love

👍 Easy to use
🚀 Smooth performance
💰 Helpful for managing investments
🤝 Great customer service

Room to Improve

🐛 Frequent crashes and bugs
⏱️ Slow loading times
🔒 Unreliable security features
🤯 Confusing user interface

MyRepChat by fmg Suite, LLC.

Compliant Text Messaging

Strong Contender

2.6😞(53 ratings)

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.

What We Love

✨ Improved UI/UX (recent updates)
🚀 Smoother performance (recent updates)
👍 Good balance of compliance and practice management
💡 Useful for client/advisor engagement
✅ Compliant texting solution
🤝 Helpful customer service (some users)
🔄 Constantly evolving and improving

Room to Improve

🐛 Frequent bugs and glitches
👎 Poor usability and user experience
🐌 Slow performance
❌ Unreliable message delivery
🚫 Lacks group texting functionality
🗑️ Outdated and clunky design
📉 Drives away customers
😠 Frustrating experience
💸 High cost for poor performance
🚫 No alternative options
📉 Hindrance to business

NetXInvestor™ Mobile by Pershing, LLC

Worth Considering

1.8😞(367 ratings)

Free

Manage your investment portfolio on the go with this app. Access account balances, holdings, transaction history, and place trades for equities and mutual funds. Features include mobile check deposit, biometric login, and push notifications.

What We Love

✅ Mobile check deposit functionality
📊 Portfolio monitoring and tracking
🔒 Multi-factor authentication security
📱 Basic trading capabilities
💼 Account balance visibility
🎯 Clean interface when working (for some users)

Room to Improve

🐛 Frequent crashes and instability
⏱️ Extremely slow loading times
🚫 App won't open or launch
📉 Severely outdated interface design
🔌 Poor compatibility with latest iOS versions
❌ Lacks real-time price updates (15+ min delay)
🔐 Face ID authentication fails consistently
📊 Missing critical financial metrics (YTD earnings, S&P comparison)
🔗 No integration with other financial apps
⚙️ Requires reinstall/restart frequently
🎨 Poor UI/UX design and navigation
📱 Not a native app (wrapped webview)
🔄 Device 'remember' feature doesn't work
📋 Confusing and non-intuitive layout

More apps like Osaic Equipt

NetX360® Mobile

by Pershing, LLC

Client account managementMarket data and watch listsReal-time alerts and notifications

Conduct critical business operations on the go with a virtual office at your fingertips. Access client accounts, market data, and trading capabilities from anywhere. Stay informed with real-time updates and notifications to support your business.

(75)

by National Financial Services LLC

Wealthscape℠

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit

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.

(2.8K)

eMoney Client Portal

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

(30)

Financial planning software

RightCapital

View all financial accounts and investmentsLink external financial accountsTrack expenses with budget module

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.

(46)

AssetMark Mobile

by AssetMark, Inc.

Intuitive investment navigationPortfolio performance trackingVisualizations of portfolio data

Access and track your investments on the go with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.

(72)

Jump AI

AI for wealth managers

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations

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.

(2K)

freemium

LPL Account View

by LPL Financial

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations

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.

(4.4K)