Best Private Client Services alternatives: apps like Private Client Services

10+ similar apps compared and reviewed

3.3 avg rating

10 free apps

Updated November 2026

Private Client Services

The Capital Group Companies Inc.

Private Client Services is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Private Client Services

#1

Capital Group RKDirect 401k by SS&C Technologies, Inc.

Manage your 401k

Editor's Choice

4.7😞(12K ratings)

Free

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Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

What We Love

🚀 Easy to use
👍 Clean portfolio
👍 Excellent support
👍 Great app
👍 Truly excellent

Room to Improve

🐛 Biometrics issues
🐛 Login issues
🐛 App not working
🐛 Buggy UI
🐛 Lack of features
🐛 Slow performance
💰 High fees

#2

Capital Group PlanPremier401k by Empower Retirement, LLC

Manage your 401k

Strong Contender

4.8😞(12K ratings)

Free

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Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

What We Love

👍 User friendly
🚀 Easy to make changes
💡 Allows to review investments and make changes

Room to Improve

🐛 Glitchy, freezes up
🐛 Keeps crashing
🐛 Login doesn't work
🐛 Unresponsive after updates
🐛 Force closes when reviewing balance

#3

Modern Woodmen Mobile by Modern Woodmen of America

Worth Considering

3.6(36 ratings)

Free

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Manage your Modern Woodmen financial accounts securely and conveniently. Access statements, make payments, update information, and explore member programs and local chapter activities. Requires an existing online account.

More apps like Private Client Services

Franklin Templeton® U.S.

Franklin Templeton® U.S.

Franklin Templeton® U.S.

U.S. Investor Account App

Manage your investment accounts on your iPhone with secure login options. View balances, transaction history, and rates of return. Submit purchases or redemptions conveniently from anywhere.

Secure Face ID/Touch ID loginView account balancesTransaction history

Compare with Private Client Services

Monitor your investments on the go with this app. Access account information, view portfolio allocation, holdings, and historical activity. Initiate check deposits and access electronic documents and statements from your mobile device.

Investment portfolio monitoringAccount balance and holdings viewTransaction history

Compare with Private Client Services

Compliant Text Messaging

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

Compare with Private Client Services

SEI Connect - Investor

SEI Connect - Investor

SEI Connect - Investor

Powering Wealth

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

Biometric loginPush notificationsDocument scanner

Compare with Private Client Services

eMoney Client Portal

eMoney Client Portal

eMoney Client Portal

eMoney Client Portal

Access a comprehensive and secure overview of your financial life. Track spending, investments, and set personalized goals. Securely store important documents and communicate with your advisor.

All-in-one account viewTrack spending and investmentsPersonalized goal setting

Compare with Private Client Services

NetX360® Mobile

NetX360® Mobile

NetX360® Mobile

by Pershing, LLC

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.

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

Compare with Private Client Services

LPL Account View

LPL Account View

LPL Account View

by LPL Financial

Access your LPL accounts securely and conveniently from your mobile device. Monitor your total portfolio, track balances, view transaction activity, and analyze asset allocations. Access account documents and receive daily market updates.

Monitor accountsTrack portfolio valueView account balances

Compare with Private Client Services