9+ similar apps compared and reviewed
Whether you want more options like SOA Mobile or a completely different take on the same concept, our curated list of 9+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.
Access your investment performance, holdings, and statements securely on the go. This finance app offers clarity and ease of use to help you stay informed about your wealth anytime, anywhere.
Access your portfolio data through a streamlined interface. This application is designed exclusively for approved Washington Trust Wealth Management clients. Contact your client service team to request access.
Access your wealth accounts remotely. View balances, performance, and investment allocations. Securely access shared documents and easily contact your financial team.
Access your financial portfolio and essential documents securely on the go. This app provides intuitive functionality for clients to manage their accounts and connect with their relationship team.
Access your investment portfolio, view financial reports, and communicate with your advisors through a streamlined mobile interface. This app requires you to be an existing client of The Wealth Stewards and have app access enabled.
