Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.






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Whether you want more options like Settanni Financial App 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.






Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.




Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.




Securely manage and transact on consumer accounts, and monitor investment accounts. Access detailed portfolio views, statements, and tax documents. Transfer funds, pay bills, and deposit checks with ease.