Legacy Trust by Legacy Trust






10+ similar apps compared and reviewed
Whether you want more options like Rockland Trust IMG Wealth or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

















Access your investment account details and balances in real time. Easily connect with your financial advisor directly through the app for seamless communication.


Access your investment accounts on the go. View balances, holdings, transactions, and performance. Manage electronic statements and documents securely.


Monitor your KWB Wealth account balances and track your investment portfolio. This application provides a convenient way to access your financial information on the go.




Conveniently and securely manage your TCG retirement plan(s) from your mobile device. Check your account balance, adjust contributions, and access your plan details from anywhere.


Access your financial accounts, view balances, transactions, and performance data. Securely store and share documents with your advisor, and link external accounts for a comprehensive financial overview.

