Best apps like Wealthscape℠

eMoney Client Portal

eMoney Client Portal

Free

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

NetX360® Mobile

by Pershing, LLC

Free

Conduct critical business operations on the go with a virtual office at your fingertips. Access client accounts, market data, and trading capabilities from anywhere. Stay informed with real-time updates and notifications to support your business.

Osaic Equipt

by Osaic, Inc.

Free

Monitor your investments on the go with this app. Access account information, view portfolio allocation, holdings, and historical activity. Initiate check deposits and access electronic documents and statements from your mobile device.

On-Site Electronic Deposit

by U.S. Bancorp

Free

Deposit checks remotely using your mobile device in a few simple steps. This app allows U.S. Bank business clients to avoid trips to the bank for check deposits. It offers a secure and convenient way to manage business finances on the go.

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Free

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

MyRepChat for Intune

Compliant Text Messaging

Free

Enables financial professionals to text clients and colleagues compliantly. All conversations are captured and retained for reporting, integrating with archiving providers. Clients can text using their native messaging app without needing to download anything new.

Investor360°

by Advisor360°, LLC

Free

Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.