Apps Like Buttonwood Wealth Mgmt for iPhone and iPad
Buttonwood Wealth Mgmt screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Willow Wealth
YieldStreet, Inc.
Invest in real estate and private equity
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
Morgan Stanley Wealth Mgmt
Morgan Stanley
Manage accounts, access docs, transfer funds, deposit
Manage financial accounts with Touch ID or Face ID access. View balances, activity, holdings, and projected income. Deposit checks, transfer funds, and access account documents. Collaborate with financial advisors securely.
UBS Wealth Management
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
CoinStats: Crypto Portfolio
COINSTATSAPP LLC
Track , DeFi, and NFT assets
Track cryptocurrency, DeFi, and NFT assets in one place. View real-time prices, market data, and performance. Add custom coins, set price alerts, and analyze historical trends. Export data and monitor transactions across multiple wallets.
Investcorp Wealth
Investcorp Holdings B.S.C. (c)
Invest in alternative assets and manage
Create an account and allocate capital to alternative investments. Monitor portfolio performance with transparent reporting. Access news and insights on global markets. Track investment opportunities and manage capital distributions.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Mezzi Wealth
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Hoxton Wealth
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
SGH Wealth Management
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.