Best apps like SEI Connect - Investor

10+ similar apps compared and reviewed

3.7 avg rating
10 free apps
Updated August 2026
SEI Connect - Investor
SEI Connect - Investor
SEI Investments Management Corporation

Looking for something like SEI Connect? We've analyzed 10+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to SEI Connect

AdviceWorks®#1

AdviceWorks® by Cetera Financial Group®, Inc.

Client Access
Editor's Choice
💰 Finance
3.7(127 ratings)
Free
AdviceWorks® screenshot 1
AdviceWorks® screenshot 2
AdviceWorks® screenshot 3
AdviceWorks® screenshot 4
AdviceWorks® screenshot 5

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

AssetMark Mobile#2

AssetMark Mobile by ASSETMARK, INC.

Strong Contender
💰 Finance
2.2(48 ratings)
Free
AssetMark Mobile screenshot 1
AssetMark Mobile screenshot 2
AssetMark Mobile screenshot 3

Access and track your investments on the go with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.

NetXInvestor™ Mobile#3

NetXInvestor™ Mobile by Pershing, LLC

Worth Considering
💰 Finance
1.8😞(366 ratings)
Free
NetXInvestor™ Mobile screenshot 1
NetXInvestor™ Mobile screenshot 2
NetXInvestor™ Mobile screenshot 3
NetXInvestor™ Mobile screenshot 4
NetXInvestor™ Mobile screenshot 5

Manage your investment portfolio on the go with this app. Access account balances, holdings, transaction history, and place trades for equities and mutual funds. Features include mobile check deposit, biometric login, and push notifications.

What We Love

  • ✅ Mobile check deposit functionality
  • 📊 Portfolio monitoring and tracking
  • 🔒 Multi-factor authentication security
  • 📱 Basic trading capabilities

Room to Improve

  • 🐛 Frequent crashes and instability
  • ⏱️ Extremely slow loading times
  • 🚫 App won't open or launch

More apps like SEI Connect

4
TIAA
TIAA
TIAA
by TIAA
Free

Manage your retirement and brokerage accounts securely with this app. Monitor investments, track fund performance, and trade equities, ETFs, and mutual funds. Set financial goals and access support tools.

Secure login (password, Touch ID, Face ID)Investment and retirement plan managementBrokerage trading (equities, ETFs, mutual funds)
💰 Finance
(8.3K)
free
5
Osaic Equipt
Osaic Equipt
Osaic Equipt
by Osaic, Inc.
Free

Monitor your investments on the go with this app. Access account information, view portfolio allocation, holdings, and historical activity. Initiate check deposits and access electronic documents and statements from your mobile device.

Investment portfolio monitoringAccount balance and holdings viewTransaction history
💰 Finance
(134)
free
6
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
7
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
Free

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

View account balances and investment valuesTransfer funds and deposit checksAccess market information
💰 Finance
(154)
free
8
GuideStone
GuideStone
GuideStone
by GuideStone Financial Resources
Free

Manage your retirement, investment, and insurance accounts on the go. Access account details, track performance, and review policy information anytime, anywhere. This app provides convenient access to your financial resources to help you finish well.

Access retirement and investment overviewView accounts, plans, and investmentsTrack market value and performance
💰 Finance
(50)
free
9
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
💰 Finance
(3.6K)
free
10
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free