Best apps like RMB Wealth Mgmt: Client Portal

20+ similar apps compared and reviewed

4.3 avg rating
10 free apps
Updated July 2026

Whether you want more options like RMB Wealth Mgmt or a completely different take on the same concept, our curated list of 20+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to RMB Wealth Mgmt

Expens#1

Expens by David Para

Editor's Choice
💰 Finance
5.0(3 ratings)
Free
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Easily track your spending by creating, saving, and editing transactions. Calculate tips, split bills with friends, and quickly review past expenses. This app offers a convenient way to manage your finances on the go.

UpFi Wallet#3

UpFi Wallet by RCS IP LLC

Worth Considering
💰 Finance
4.9(42 ratings)
Free
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Manage multiple currencies and send money globally with this digital wallet. Buy and sell precious metals, access health services, and shop in a marketplace with significant cashback rewards. Securely link to popular payment platforms for seamless transactions.

More apps like RMB Wealth Mgmt

4
Mowery & Schoenfeld Wealth
Mowery & Schoenfeld Wealth
Mowery & Schoenfeld Wealth
by Mowery & Schoenfeld Wealth Management LLC
Free
💰 Finance
(0)
5
Sturgis Bank Business
Sturgis Bank Business
Sturgis Bank Business
by Sturgis Bank & Trust Company
Free
💰 Finance
(0)
6
Stock Market Time Portal
Stock Market Time Portal
Stock Market Time Portal
Stock Market Simulator
Free

Simulate the long-term impact of daily savings and investments, exploring how different amounts could grow over time. Discover historical financial and emotional events tied to specific periods. This tool aims to build investor confidence through education on key financial concepts.

Daily savings and investment simulationVariable daily contribution amountsHistorical financial and emotional events
💰 Finance
(68)
free
7
Concentrum Wealth
Concentrum Wealth
Concentrum Wealth
by CONCENTRUM WEALTH MANAGEMENT, LLC
Free

Access your financial portfolio details, including account values, activity, allocation, and performance. This service focuses on building a partnership to understand your life goals and vision for your future, ensuring asset management decisions align with your success.

Portfolio information accessAccount value trackingActivity summaries
💰 Finance
(1)
free
8
ISB Mobile Business
ISB Mobile Business
ISB Mobile Business
by Iowa State Bank
Free
💰 Finance
(0)
9
New Haven Bank
New Haven Bank
New Haven Bank
by Start Community Bank
Free

Manage your checking, savings, mortgage, and auto loan accounts on the go. Deposit checks, make transfers, pay bills, and set up account alerts for a secure and convenient banking experience.

Account monitoringMobile check depositFund transfers
💰 Finance
(57)
free
10
StockTorch
StockTorch
StockTorch
by EZ-AD TV, Inc.
Free

Connect with friends to discuss stock market strategies and investment ideas. Share insights and make informed decisions together before making trades.

Connect with friendsDiscuss stock market movesShare investment ideas
💰 Finance
(1)
free