Apps Like Fountainhead for iPhone and iPad
View holdings, track portfolio, analyze investments, access
View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.
Fountainhead screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
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.
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors LLC
View financial data and manage your portfolio
View financial dashboard for comprehensive overview. Access interactive portfolio reports with real-time investment data. Securely view documents from team. Use budgeting tools to manage expenses.
Benefits by WEX
WEX, Inc.
Check balances and view details
Check balances and view details for benefit accounts. Log in with existing credentials. Access real-time account information. Navigate securely to account details. No sensitive data is stored on the device.
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.
Fundify: Startup Investing
Fundify Advisors LLC
Invest in startups and build portfolios
Invest in startups automatically through a diversified portfolio of early-stage companies. View investment details, track performance, and manage contributions. Receive updates on fund performance and company progress.
AUBWM Total Wealth
Atlantic Union Bank
Track investments and view holdings
View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.
Fiducient Advisors
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
TL Wealth
TL Private Wealth LLC
View portfolio values and holdings
View portfolio values, holdings, and performance details. Access transaction history and account summaries. Receive real-time updates and set up custom alerts for account changes.
Alerus Retirement
Alerus Financial Corporation
Check balances and view investments
Access account information using existing login credentials. Check balances, view investment performance graphs, and review contributions. Receive alerts, monitor loan data, and see personal rates of return.
Investor-Portal
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
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.
My Savings
Natixis Interepargne
Manage products anytime, anywhere
Manage employee products including Company Plan, Mandatory Profit-Sharing Premium, and Collective Retirement Plan. View account details, make contributions, and track balances. Access securely with username and password.
Simply Wall St
Simply Wall Street Pty Ltd
Invest in stocks and track your portfolio
Track prices and receive real-time alerts. Analyze company fundamentals with visual charts. Set investment goals and monitor portfolio performance. Get news and insights on market trends. Manage holdings and adjust strategies over time.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.