Apps Like Circle of Wealth® for iPhone and iPad
Circle of Wealth® screenshots
Ranked alternatives
Showing 201–220 of 1,000 ranked alternatives.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
Divvi Wealth
Divvi Wealth Management, LLC
View account details, collaborate, stay connected
View account details, access portfolio information, and track financial goals. Communicate with financial advisors, receive updates on investments, and review performance reports. Set reminders for financial milestones and adjust investment settings.
Jump AI
Accio, Inc.
Capture meetings, write notes, update tasks
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
Heritage Pension Advisors
Schwab Retirement Technologies Inc.
Manage your account remotely
Manage account with enrollment, balance checks, and investment tracking. Forecast retirement income and adjust contributions. Submit documents via secure uploads. Choose investments and rebalance.
Personal Financial Plan Wiz
PF Wiz LLC
, save, and track your finances
Create and manage long-term plans by setting and tracking lifetime goals. Input income, expenses, and savings. Generate reports and adjust strategies. Sync with accounts for real-time data. Set reminders for savings targets and milestones.
EZ Financial Calculators
Bishinew Incorporated
Complete financial calculators for all needs.
The app offers a comprehensive suite of financial calculators for phone and tablet. It includes tools for finance, investments, loans, mortgages, retirement, bonds, stocks, credit cards, auto loans, leases, and business accounting.
Spartan Wealth Mobile
Spartan Wealth Management Inc.
Manage finances, track expenses, plan budgets
View accounts, track expenses, and monitor investments in real time. Set financial goals and receive alerts. Schedule payments and access transaction history. Securely manage multiple accounts and view detailed reports.
AIRE Advisors
AIRE Advisors, LLC
View account info, balances, and financial plans
View account balances and asset allocation details. Access financial plans and transaction history. Receive real-time updates and portfolio performance metrics. Manage investments and contact support through in- messaging.
SIP Calculator – Lumpsum Plan
Devkrushna Infotech Private Limited
Calculate SIP and returns
Calculate investment returns for SIP and plans. View detailed growth projections with charts and tables. Input personal details to customize investment scenarios. Track financial goals and monitor progress over time.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.