Best Peterson Rogers alternatives: apps like Peterson Rogers

9+ similar apps compared and reviewed

4.4 avg rating
9 free apps
Updated November 2026

Looking for something like Peterson Rogers? We've analyzed 9+ 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 Peterson Rogers

ClamQuest#1

ClamQuest by ClamQuest, LLC

A financial literacy quest
Editor's Choice
💰 Finance
5.0(7 ratings)
FreeIn-App Purchases
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Embark on an interactive adventure to build real-world personal finance skills. Make realistic financial decisions through engaging stories, earn in-game currency, and unlock practical tools to support your financial independence.

Jump AI#3

Jump AI by Accio, Inc.

AI for wealth managers
Worth Considering
💰 Finance
4.9(2.2K ratings)
Free
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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.

More apps like Peterson Rogers

4
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
by The Charles Schwab Corporation
Free

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.

Remote client account managementView account balances and positionsTrack submitted request statuses
💰 Finance
(44)
free
5
Goldman Sachs Marquee
Goldman Sachs Marquee
Goldman Sachs Marquee
Market insights and analytics
Free

Access market insights, research, and analytics from financial experts. Explore commentary, podcasts, and interactive tools for informed decision-making. Offers offline access to saved content and CarPlay integration.

Personalized market commentary feedCurated research and thematic contentLibrary of podcasts, interviews, and webinars
💰 Finance
(1.2K)
free
6
ProxyVote: Your Voice Matters
ProxyVote: Your Voice Matters
ProxyVote: Your Voice Matters
by Broadridge Financial Inc.,
Free

Easily manage and vote on all your shareholder proxies from your mobile device. Access, review, and cast your votes with just a few taps, and receive notifications and meeting results.

Access and vote proxiesManage shares with few tapsCreate account, no control number needed
💰 Finance
(241)
free
7
Honeydue: Couples Finance
Honeydue: Couples Finance
Honeydue: Couples Finance
Manage your money together
Free

This app helps couples manage their finances together by tracking balances, budgets, and bills. It allows for shared spending limits, bill reminders, and expense splitting, fostering better financial communication.

Track joint bank account balancesSet household spending limitsReceive bill payment reminders
💰 Finance
(10K)
free with in-app purchases
8
Quartr: Financial Research
Quartr: Financial Research
Quartr: Financial Research
Live earnings calls & AI chat
Free

Access live earnings calls, AI-powered financial research, and company data all in one place. Get real-time updates, searchable transcripts, and analyst estimates for companies you follow. Streamline your investment research and stay informed effortlessly.

Live earnings calls and conferencesAI chat for IR materialSearchable transcripts
💰 Finance
(495)
free with in-app purchases
9
Investor's Business Daily
Investor's Business Daily
Investor's Business Daily
Stock News & Analysis
Free

Access winning stock lists, real-time charts, and market news on the go. Features include personalized stock lists, exclusive stock selections, and daily market analysis. Offers premium features for subscribers and basic market information for all users.

Personal stock lists synced across devicesExclusive stock lists (IBD 50, Sector Leaders)Daily market analysis
💰 Finance
(17K)
free with in-app purchases