Securely connect with your financial advisory team. Send and receive messages, upload documents, and manage financial planning tasks on the go. Requires an active client portal account.




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Whether you want more options like Sunly Solar or a completely different take on the same concept, our curated list of 7+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.




Securely connect with your financial advisory team. Send and receive messages, upload documents, and manage financial planning tasks on the go. Requires an active client portal account.









