Apps Like Addepar for iPhone and iPad
Addepar screenshots
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
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.
OneWealth
One Wealth Management Investment And Advisory Services, LLC
View account info, track portfolio performance, monitor
View account information and balances. Track portfolio performance and asset allocation. Analyze historical performance data. Monitor investments with a user-friendly interface.
TrackMyStack Net Worth Tracker
Beeblesoft Ltd
Track net and update assets automatically
Track net with unlimited portfolios and assets. Manually update bank accounts, credit cards, and real estate. Automatically track stocks, ETFs, and crypto with real-time prices. Monitor dividends, cost basis, and unrealized gains or losses.
Private Client Services
The Capital Group Companies Inc.
Check balances and review assets
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
Core analysis of stocks
Zarnaiin Ranjhoo
Invest in assets and track performance
Track investment performance with real-time market and AI-driven insights. Manage sub-industry portfolios and receive detailed company evaluations. Forecast trends and optimize asset allocation using intelligent algorithms.
Comerica Financial Advisors
Comerica Bank
Access data and insights anytime, anywhere
Track progress by viewing total asset value and account summaries. Check account balances and transaction history. Connect with for personalized advice. Set and monitor goals. Receive notifications and alerts for account activity.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.