Apps Like Circle of Wealth® for iPhone and iPad
Circle of Wealth® screenshots
Ranked alternatives
Showing 181–200 of 1,000 ranked alternatives.
BA II Plus™ Financial Calc
Texas Instruments
Financial calculator for professionals and students.
The app performs Time-Value-of-Money calculations, generates amortization schedules, and calculates cash flow analysis. It evaluates bond prices and yields, and performs statistical analysis with regression options.
JVL Wealth
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
FlexiCalc – Excel Calculator
艳君 武
Edit formulas, visualize results, calculate anytime
Allows users to perform calculations and create visual layouts. Edit numbers and formulas in real time with automatic updates. Combine calculations with a canvas for organizing data visually.
Ameriprise Advisor Deposit
Ameriprise
Checks into client accounts
Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
Paragon Advisor
Paragon Advisors, LLC
View portfolio values and contact your
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.