Best apps like Rockefeller Digital

10+ similar apps compared and reviewed

4.3 avg rating
10 free apps
Updated July 2026
Rockefeller Digital
Rockefeller Digital
Rockefeller & Co. LLC

Rockefeller Digital 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 Rockefeller Digital

GS PWM#1

GS PWM by Goldman Sachs

Wealth Management
Editor's Choice
💰 Finance
4.3(86 ratings)
Free
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Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

Wealthscape℠#2

Wealthscape℠ by National Financial Services LLC

Strong Contender
💰 Finance
4.8😞(2.7K ratings)
Free
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This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

What We Love

  • 👍 Easy to use
  • 🚀 Smooth check deposit
  • 💡 Helpful for administrative tasks

Room to Improve

  • 🐛 App freezes when depositing checks
  • 🐛 Crashes when making deposits
  • 🐛 Unresponsive after updates
Fidelity Charitable#3

Fidelity Charitable by Fidelity Investments

Worth Considering
💰 Finance
4.0(20 ratings)
FreeAds
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Manage your charitable giving on the go. This app allows you to open a Giving Account, recommend grants to your favorite organizations, and track the status of your contributions and future recommendations. It also provides tools to manage your investment selections and account details.

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4
PURE Insurance
PURE Insurance
PURE Insurance
Exclusively for PURE members.
Free

This app provides PURE insurance members with tools to manage their policies, submit claims, and access exclusive member benefits. It offers features like real-time claim tracking, digital home inspections, and personalized insurance advice.

Submit and track claimsAccess policies and auto ID cardsPay bills
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5
MyJanney
MyJanney
MyJanney
by Janney Montgomery Scott
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Access your financial information on the go. View account balances, securities, recent activity, and order status. Optimized for mobile devices.

View aggregated account listingsCheck account balancesSee securities held in accounts
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6
Chubb Mobile
Chubb Mobile
Chubb Mobile
Chubb Personal Risk Services
Free

Access your insurance information and manage your policy on the go. Get digital auto ID cards, accident support, and tools to report claims easily. Connect with your agent and find answers to common questions.

Digital auto ID cardsAccident support toolsOne-step claim reporting
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7
FactSet
FactSet
FactSet
Financial Data and News
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Access comprehensive financial data, market research, and real-time news on the go. Monitor portfolios, track securities, and stay updated with breaking alerts. Download documents for offline access to manage investments effectively.

Portfolio monitoringWatchlist managementReal-time market data
💰 Finance
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8
Morgan Stanley Wealth – Tablet
Morgan Stanley Wealth – Tablet
Morgan Stanley Wealth – Tablet
by Morgan Stanley
Free

Manage your personal finances, deposit checks, and transfer money securely. Access account documents, track income and expenses, and trade stocks and ETFs. Connect with your financial advisor and stay updated on market data.

Account managementMobile check depositMoney transfers
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Investor-Portal
Investor-Portal
Investor-Portal
AppFolio Investment Manager
Free

Access a centralized hub for real estate investors to monitor their investments and receive updates from their investment manager. Track performance, review documents, and get real-time project news.

Track investment performanceView and sign documentsReal-time project updates
💰 Finance
(1.5K)
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10
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Account and cash managementBudgeting and spending trackingFinancial tools
💰 Finance
(63K)
free