Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.
CPS Portal by CPS Investment Advisors
Editor's Choice
💰 Finance
2.3(3 ratings)
Free
Best apps like Paragon Advisor
10+ similar apps compared and reviewed
3.8 avg rating
10 free apps
Updated July 2026
Looking for something like Paragon Advisor? We've analyzed 10+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.
Top Alternatives to Paragon Advisor
Intrua by Intrua Financial
Strong Contender
💰 Finance
3.0(2 ratings)
Free
Easily view your investment portfolio's current value and asset allocation. Connect directly with your financial advisor for seamless communication and support.
FPFoCo Mobile Dashboard by Financial Planning Fort Collins, LLC
Worth Considering
💰 Finance
5.0(2 ratings)
Free
Manage your investments with ease. View portfolio details, allocations, and performance. Access statements, connect with your advisor, and schedule appointments directly from your mobile device.
More apps like Paragon Advisor
4
PartnerWealth
by Gateway Financial Partners, LLC
Free
💰 Finance
(0)
5
Cassady Wealth
by Cassady Wealth and Retirement Planning, LLC
Free
💰 Finance
(0)
6
FDG Mobile
by Financial Design Group, LLC
Free
💰 Finance
(0)
7
Beacon Hill
by Beacon Hill Private Wealth, LLC
Free
Easily monitor your investment portfolio's performance and asset distribution on the go. This application provides a clear overview of your financial holdings.
View portfolio valuesCheck asset allocationsEasy on-the-go access
💰 Finance
(7)
free8
BFLLC
by Benchmarks Financial Group INC
Free
💰 Finance
(0)
9
GRP Financial
by HUB International Midwest Limited
Free
💰 Finance
(0)
10
StrategicPoint
by StrategicPoint Investment Advisors, Llc
Free
💰 Finance
(0)