Apps Like Netwealth for iPhone and iPad
Netwealth screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.



Autopilot - Investment App
Iris Social Stock App Inc.
Copy trades in real-time
Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.





Private Passport
Northern Trust Corporation
Wealth management suite extension for users.
The app provides real-time banking balances and activity, historical information for all accounts, and investment portfolios with intra-day price updates. Users can transfer money, pay bills, deposit checks, and find office locations.


My Westlake Portfolio
Westlake Services, Llc
Make payments and manage accounts
Manage accounts, make payments, sign up for recurring payments, and access payoff information. View account details and transaction history. Receive notifications for account activity.

TIAA
Teachers Insurance and Annuity Association America
Track accounts and manage investments
Manage retirement and brokerage accounts with secure access to account activity, contributions, and asset allocation. Transfer funds between retirement plan accounts and fund new brokerage accounts. Log in using password, Touch ID, or Face ID.

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.


Evelyn Partners Mobile
Evelyn Partners Group Limited
Manage investments, view portfolio values, track performance
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.


NET Credit Union
NET Federal Credit Union
Access accounts and manage balances
Access your financial accounts securely with real-time balance checks and transaction reviews. Deposit checks, transfer funds, and manage alerts. Pay bills and locate ATMs. Use biometric login for secure access.




How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.