Best apps like Robinson Smith Wealth Advisors

Motive Wealth

by Motive Portal

Free

This app provides a secure digital hub for your complete financial picture and plan. It offers investment portfolio and net worth reporting, a document vault, and a financial plan summary. Advisors can collaborate in real-time by granting them viewing access.

Solid Point Wealth Advisors

Solid Point Wealth Advisors

Free

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture, all within a secure and user-friendly mobile interface.

Wela Financial Advisory

by Brent Forrest & Associates, LLC

Free

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools to help you visualize your complete financial picture and track investments.

Empirical Wealth Management

Your financial portal

Free

Manage your finances with an intuitive dashboard, secure document storage, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture in a user-friendly mobile interface.