Apps Like Moduit Advisor for iPhone and iPad
Ranked alternatives
Showing 221–240 of 1,000 ranked alternatives.
CJM Wealth Adv.
CJM Wealth Advisers, Ltd.
View account info, check balances, contact advisor
View account details and balances in real time. Contact your financial advisor directly through the . Send secure messages and request assistance for account-related queries.
PWP Portal
Performance Wealth Partners, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send and receive messages for account inquiries. Access transaction history and manage account settings.
UpTicker AI
Upticker AI, Inc.
Track market trends and analyze investments
Track stock prices and market trends in real time. Receive alerts for price changes and news. Analyze historical data and compare portfolios. Set custom investment goals and monitor performance. Share insights and charts with others.
Marmo Financial Group
Marmo Financial Group, LLC.
View data and manage budgets
View data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track spending.
Team Hewins, LLC
Team Hewins, LLC
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.
Arbor Capital Management
Arbor Capital Management, Inc.
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track spending.
Bragg Client Portal
Bragg Financial Advisors, Inc.
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely via a document vault. Access budgeting tools and additional financial features.
Kohmann Bosshard Client Portal
Kohmann Bosshard Financial Services LLC
Track expenses, view reports, secure documents, manage
View financial data through an interactive dashboard. Access dynamic reports with real-time investment details. Securely view documents from financial advisors. Manage budgets and track spending.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.