Best Puente USA alternatives: apps like Puente USA

1.0(1 ratings)

Free

Access your financial accounts and perform operations securely and efficiently. Stay updated on market news and asset prices, including stocks, bonds, and funds. Connect with your financial advisor for personalized support.

JFG NetXInvestor by Johnson Bank

Strong Contender

0.0(0 ratings)

Free

Wellington Shields by Wellington Shields

Worth Considering

0.0(0 ratings)

Free

More apps like Puente USA

by EFG Capital Services, LLC

EFG NetxInvestor

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Seven Post Custodian Access

by Seven Post Investment Office LP

View account profiles and balancesTrack holdings and gains/lossesMonitor market value and cash availability

View your Pershing-custodied accounts directly on your mobile device. Access account profiles, balances, holdings, and historical statements. Exclusively for clients of Seven Post Investment Office.

(1)

free

Impact Banking

Make every dollar count

Track purchase impactAnalyze company practicesPersonalized recommendations

Understand the social and environmental impact of your purchases. This app syncs transactions to reveal company practices and offers personalized recommendations for mission-driven businesses. Track your progress and align your spending with your values.

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ad-supported

U.S. Cherry

Growing is investing

Multiple investment account typesETF-based investment strategiesManaged portfolios

This app allows users to open and manage various investment accounts using ETF-based strategies. It offers options for stocks, bonds, cash management, and cryptocurrency exposure, with a simple onboarding process. Investment advice is provided, with clients retaining control of their assets at independent custodians.

(6)

free

Freedom Reserves

by Freedom Fund Holdings

High-yield cash reserve accountCompetitive interest ratesSimple account setup

This app provides a high-yield cash reserve account to help your money grow. It offers simple setup, transparent terms, and accessible funds, making it easy to earn more on your savings without complexity.

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by Israel Discount Bank of New York

IDB Capital

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