Best Spectrum Employee Benefits alternatives: apps like Spectrum Employee Benefits

5.0(1 ratings)

Free

Monitor your Spectrum Financial accounts on your mobile device. Access account activity, holdings, balances, and important reports securely from anywhere. Requires a Spectrum client login to use.

My WealthPlan Portal by Feltz WealthPLAN

Strong Contender

5.0(2 ratings)

Free

Access your financial account details, view balances, and retrieve statements. This application provides a convenient way to manage your wealth information on the go.

Strategence Capital by Strategence Capital, LLC

Worth Considering

5.0(4 ratings)

Free

Access and manage your financial portfolio, including current positions and performance. Integrate external retirement plans and quickly find contact information. Stay informed with all your essential financial data in one place.

More apps like Spectrum Employee Benefits

PlanLink

Retirement plan enrollmentInvestment portfolio managementContribution changes

Quickly enroll in retirement plans and manage your investments. Access loan and withdrawal options, view performance data, and track transaction history securely with biometric authentication.

(105)

Jump AI

AI for wealth managers

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

(2.2K)

freemium

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Remote client account managementView account balances and positionsTrack submitted request statuses

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

(44)

by Centris Federal Credit Union

Centris Mobile Banking

Account monitoringBill payMobile check deposit

Manage your credit union accounts conveniently and securely from your smartphone. Monitor balances, view activity, pay bills, deposit checks, and transfer funds anytime, anywhere. Offers tools for financial management and locating branches or ATMs.

(3K)

MyRepChat

Compliant Text Messaging

Compliant text messagingClient and colleague communicationConversation retention

This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.

(59)

by Multipli Federal Credit Union

Multipli Credit Union

Multi-account aggregationTransaction history and spending averagesBill and low fund alerts

Consolidate all your financial accounts, even from different institutions, into one organized, up-to-date view. This secure tool provides alerts for bills and low funds, helping you make informed financial decisions and manage your money with ease.

free with in-app purchases

(4.8K)

Participant Account Access

Alerus Retirement

Check account balancesView investment performanceMonitor contributions

Access your employer-sponsored retirement plan account on the go. View balances, track investments, monitor contributions, and manage your account securely. Perform transfers and make allocation changes with ease.

(1.2K)