Best apps like Peltoma Portal

10+ similar apps compared and reviewed

4.4 avg rating
10 free apps
Updated September 2026
Peltoma Portal
Peltoma Portal
Peltoma Capital Partners, LLC

Looking for something like Peltoma Portal? 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 Peltoma Portal

Wavvest#1

Wavvest by WAVVEST HOLDINGS INC.

Simplifying Wealth
Editor's Choice
πŸ’° Finance
5.0(3 ratings)
Free
Wavvest screenshot 1
Wavvest screenshot 2
Wavvest screenshot 3
Wavvest screenshot 4
Wavvest screenshot 5
Wavvest screenshot 6

Manage your entire financial life in one place, from investments to estate planning and tax preparation. Get personalized insights and advice, and stay connected with your financial advisor.

YourOwn Wallet#2

YourOwn Wallet by YourOwn Inc.

Control your financial data.
Strong Contender
πŸ’° Finance
5.0(12 ratings)
Free
YourOwn Wallet screenshot 1
YourOwn Wallet screenshot 2
YourOwn Wallet screenshot 3
YourOwn Wallet screenshot 4
YourOwn Wallet screenshot 5

Consolidate all your financial information, including bank accounts, income, investments, and crypto, into one secure digital wallet. Share your verified financial data instantly for loans or planning, and access a marketplace for wealth-building tools and advisors.

R.Bank#3

R.Bank by R Bank

Worth Considering
πŸ’° Finance
4.5😊(276 ratings)
Free
R.Bank screenshot 1
R.Bank screenshot 2
R.Bank screenshot 3
R.Bank screenshot 4

Manage your finances on the go with this mobile banking application. Access account balances, view transaction history, transfer funds, and deposit checks remotely. It also helps you find nearby branches and ATMs, and receive important account alerts.

What We Love

  • πŸ‘ User-friendly interface and navigation
  • πŸš€ Quick and easy to use
  • πŸ’Ό Simple, clean app display
  • πŸ”’ Secure banking experience

Room to Improve

  • πŸ› Face ID authentication frequently fails
  • ⚠️ Data accuracy issues outside business hours
  • πŸ› Balance information not updating correctly

More apps like Peltoma Portal

4
Elements App
Elements App
Elements App
The app for advisors & clients
Free

This app facilitates communication between financial advisors and their clients regarding financial goals and progress. It introduces the Elements Scorecard for a quick assessment of financial health.

Financial goal communicationProgress trackingElements Scorecard
πŸ’° Finance
(53)
ad-supported
5
Silo Markets: Points On Stocks
Silo Markets: Points On Stocks
Silo Markets: Points On Stocks
Earn Points On Investing
Free

Invest in a wide range of assets including stocks, ETFs, government bonds, and corporate bonds. The platform prioritizes security with SIPC and FDIC insurance, and offers a diverse selection of over 10,000 investment options.

SIPC and FDIC insuranceOver 10,000 stocks and ETFsGovernment bonds (T-Bills, T-Notes, TIPS)
πŸ’° Finance
(66)
free with in-app purchases
6
RightCapital
RightCapital
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
πŸ’° Finance
(46)
free
7
American National Bank & Trust
American National Bank & Trust
American National Bank & Trust
by American National Bank
Free

Manage your finances conveniently and securely on any device. Check balances, transfer funds, deposit checks, and pay bills with ease. The app offers real-time account access, personalized account views, and helpful tools like alerts and card controls.

Real-time account balancesFund transfersMobile check deposit
πŸ’° Finance
(512)
free
8
Advyzon
Advyzon
Advyzon
By Advyzon
Free

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.

Client managementContact managementNote taking
πŸ’° Finance
(7)
free
9
Flourish Wealth
Flourish Wealth
Flourish Wealth
by FLOURISH WEALTH MANAGEMENT INC
Free

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

Real-time account informationInvestment holdings viewPerformance tracking
πŸ’° Finance
(9)
free
10
People’s Alliance FCU Mobile
People’s Alliance FCU Mobile
People’s Alliance FCU Mobile
by Peoples Alliance Fed C U
Free

Manage your finances securely and conveniently on the go. Access account balances, pay bills, transfer funds, and deposit checks remotely. Locate nearby ATMs and branches with ease.

Check account balancesPay billsTransfer funds
πŸ’° Finance
(2K)
free with in-app purchases