Apps Like Wealth eOffice for iPhone and iPad
View portfolios, track goals, calculate investments
View investment portfolios and reports. Access financial calculators and goal tracking tools. Review performance metrics and receive advisor-generated insights. Manage investment goals and track progress over time.
Wealth eOffice screenshots
Ranked alternatives
Showing 561–580 of 1,000 ranked alternatives.
KUBIX FS
Excel Net Solutions Private Limited
Track assets, view reports, manage investments
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
Auric Capital
Auric Capital Partners LLC
Manage client portfolios and communications
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
Personal Finance Calculator
Future Nexis Private Limited
Calculate loans, track expenses, estimate investments
Calculate investment growth with customizable parameters like initial amount, interest rate, and time. Estimate future value and track compound interest over time.
Grand Wealth Management LLC
Grand Wealth Management, LLC
View portfolio data securely
Access portfolio data and manage investments through a secure web interface. View account balances, transaction history, and performance metrics. Receive real-time updates and communicate with financial advisors for account inquiries.
Vijay InvestEdge
Excel Net Solutions Private Limited
Track investments and manage portfolio assets
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.