Best apps like SEI Cash Access

4.1(30 ratings)

Free

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

PAA Client Access by Guardian Life Insurance Company of America

Park Ave Investment Advisory

Strong Contender

5.0(1 ratings)

Free

Manage your financial life and communicate with your advisor. Access important financial documents and tools securely. Stay connected with your investment advisory services.

More apps like SEI Cash Access

DeposZip Mobile

by Vertifi Software

Deposit checks remotelyQuick depositsSafe and secure transactions

Deposit checks directly into your bank account using your iPhone. This app allows you to make quick, safe, and secure deposits from any location, eliminating the need to visit a physical branch. Your financial institution must be a participant in the program to use this service.

(0)

Deposit Express

by U.S. Bancorp

Remote check depositBusiness banking solutionSecure transmissions

Deposit checks remotely with this mobile banking tool. Designed for U.S. Bank business clients, it allows for quick check deposits without visiting a branch. Secure encryption protects all transmissions.

(27)

Zil.US

by onlinecheckwriter

Free business/personal checking accountsEarly direct depositCredit builder tool

This app offers a comprehensive online banking solution for businesses and individuals. It provides features like free checking accounts, early direct deposit, and tools for building credit. Manage your finances with secure, modern banking tools and no hidden fees.

(10)

by Guardian Life Insurance Company of America

PAS NetXi

Account balances and holdingsTransaction historyOrder status tracking

Manage your investment portfolio efficiently on the go. Access account information, view real-time quotes, and place trades. Stay connected to your financial world from your iPhone or iPad.

(36)

by The Guardian Life Insurance Company of America

Living Balance Sheet®

View personal balance sheetTrack financial goalsManage tasks

This app allows clients to view their personal financial balance sheet, track progress towards goals, manage tasks, and securely access documents. It facilitates connection with a financial professional to maintain organization and stay on track with financial priorities.

(80)

Restart - Mobile Banking App

Debit card & direct deposit

Fee-free checking accountVisa debit cardSocial impact donations

This banking app allows users to open a fee-free checking account and use a Visa debit card. It offers features like early direct deposit, mobile check deposit, and ATM access. A unique aspect is its social impact feature, donating profits to a foundation with every transaction.

(83)

Park Avenue® Wealth Management

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

(24)

iWallet

Mobile deposit

Mobile check depositsContactless payments (Tap to Pay)Reputation management

This app allows users to process credit card payments and deposit checks directly from their smartphone or tablet. It eliminates banking fees and paper check handling costs, offering secure contactless payment options and built-in tipping features. Funds are transferred to your bank account within a few business days.

(903)