10+ similar apps compared and reviewed
Whether you want more options like Trust Company of Vermont 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.
Access your investment portfolio and financial data through a secure online portal. View net worth, holdings, transactions, and asset allocation. Customize your views with custom account groups and enjoy robust security features.
Access your portfolio data, view net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups for personalized views. Features 2-factor and biometric authentication for enhanced security.
Manage your investment portfolio and financial documents with a clear, intuitive interface. Access account summaries, track your entire portfolio's performance, and view your team's interactions. Securely store and share important financial and legal papers.
Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.
