Apps Like Circle of Wealth® for iPhone and iPad
Circle of Wealth® screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
IWI Publications
Investment Management Consultants Association
Manage investments and track portfolios
Access financial education resources, including peer-reviewed articles and industry research. Track professional development with certification programs. Stay updated with from award-winning financial industry authors.
Cardflow+ by Qrayon
Qrayon, LLC
Organize ideas with index cards
Create and organize digital index cards for brainstorming, planning, and task management. Drag and arrange cards freely. Add text, images, and notes. Group cards into folders. Export or share content as needed.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Vault: Private Wealth
Vault Wealth Limited
Manage assets and track investments
Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.
Wealth Building Cornerstones
Wealth Building Cornerstones LLC
Manage client portfolios and track financial goals
Manage client financial data with customizable templates and secure note-taking. Schedule and track meetings, set reminders, and generate reports. Share documents and collaborate with team members in real time.
MoneyMobile
MX TECHNOLOGIES, INC.
Track expenses, set budgets, view reports
View financial data from multiple accounts in one place. Track expenses, set budgets, and receive notifications for transactions. Create visual reports and customize alerts for spending patterns.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.