AffinityCapital app icon

Apps Like AffinityCapital for iPhone and iPad

by AFFINITY CAPITAL ADVISORS LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-16
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Ranked alternatives

Showing 521–540 of 1,000 ranked alternatives.

  4. True Wealth Design app icon

    True Wealth Design

    True Wealth Design, LLC

    View financial data and manage budgets

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access documents from financial advisors in a secure vault. Manage budgets and track spending. Set financial goals and receive alerts.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-22
    App details
  10. PassportWM app icon

    PassportWM

    Passport Wealth Management LLC

    View account info and contact support

    View account balances and transaction history. Access portfolio details and performance reports. Send secure messages and schedule appointments. Request account changes and download statements.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-20
    App details

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