Apps Like WealthMagic Advisor for iPhone and iPad
WealthMagic Advisor screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
5paisa: Demat, Stocks & IPO
5paisa Capital Limited
Trade stocks, track portfolios, manage investments
Open Demat accounts with a paperless process in under 5 minutes. Place trades with flat brokerage rates. Track portfolio performance and set investment goals. Receive real-time market data and alerts. Manage transactions and view trade history.
Mint by Investwell
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
NJ E-Wealth Account
NJ INDIA INVEST PRIVATE LIMITED
Transact and check reports easily.
The app allows users to transact while on the go. Users can check their transactions and portfolio reports.
1Click by Pravin Ratilal
PRAVIN RATILAL SHARE AND STOCK BROKERS LTD
Access demat and ledger reports anytime
View demat holdings and cumulative holdings. Access detailed and summary ledger entries. Check SLBM open positions and contract notes. Retrieve backoffice reports for registered clients. Submit queries or feedback via email.
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.
Wealth eOffice
RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED
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.
Invearn by Africa Prudential
Africa Prudential PLC
Invest in stocks, bonds, and funds
Track and manage investments across multiple asset classes. View portfolio performance and rebalance holdings. Set investment goals and receive market insights. Schedule regular contributions and monitor expenses.
Wealthcube Endeavours
Excel Net Solutions Private Limited
Track assets and manage investments
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download portfolio reports, and access transaction statements. Log in via Google email.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.