ModernAdvisor app icon

Apps Like ModernAdvisor for iPhone and iPad

by Modern Advisor Canada Inc.★ 0.00 ratingsFinanceFreeData updated 2026-09-10

ModernAdvisor screenshots

Ranked alternatives

Showing 121–140 of 1,000 ranked alternatives.

  1. SBI Securities: Stocks & IPO app icon

    SBI Securities: Stocks & IPO

    SBICAP SECURITIES LIMITED

    Trade and manage investments

    Track stock prices and analyze market trends. Place buy and sell orders with real-time data. View portfolio performance and transaction history. Access research reports and expert insights. Set price alerts and manage multiple accounts.

    ★ 4.173 ratingsFinanceFreeData updated 2026-10-29
  2. Bernstein Private Wealth app icon

    Bernstein Private Wealth

    AllianceBernstein L.P.

    Access account balances and transfer funds

    Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.

    ★ 4.258 ratingsFinanceFreeData updated 2026-09-12
  1. Index Fund Advisors app icon

    Index Fund Advisors

    Index Fund Advisors, Inc

    Connect with and track your investments

    Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.

    ★ 4.941 ratingsFinanceFreeData updated 2026-09-09
  2. CPS Portal app icon

    CPS Portal

    CHAS. P. SMITH & ASSOCIATES, P.A., C.P.A.'S

    ★ 2.33 ratingsFinanceFreeData updated 2026-09-06
  3. OPTO: Invest Smarter app icon

    OPTO: Invest Smarter

    OPTO Markets Limited

    Design your index and automate rebalancing

    Create and manage a custom stock index portfolio with automatic quarterly rebalancing. Buy and sell stocks, ETFs, and Folios without fees. Track portfolio performance and strategy alignment over time.

    ★ 4.024 ratingsFinanceFreeData updated 2026-09-06
  4. Vested: US Stocks Investing app icon

    Vested: US Stocks Investing

    Vested Finance Inc.

    Invest in US with $1

    Trade US and ETFs with fractional shares starting at $1. View real-time prices and company details. Buy and sell securities anytime. Access global funds across 50+ countries. Track portfolio performance and receive market insights.

    ★ 4.985 ratingsFinanceFreeData updated 2026-09-19
  5. Jiko: Spendable T-Bills app icon

    Jiko: Spendable T-Bills

    Jiko Technologies, Inc.

    Save and trade automatically

    Save and invest in with automated trading features. Access real-time earnings updates and tax-exempt benefits. Spend money instantly via linked accounts. Track savings progress and manage transactions within the .

    ★ 4.547 ratingsFinanceFreeData updated 2026-09-19

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.