StrategicPoint app icon

Apps Like StrategicPoint for iPhone and iPad

by StrategicPoint Investment Advisors, Llc★ 0.00 ratingsFinanceFreeData updated 2026-09-22
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Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  3. TL Wealth app icon

    TL Wealth

    TL Private Wealth LLC

    View portfolio values and holdings

    View portfolio values, holdings, and performance details. Access transaction history and account summaries. Receive real-time updates and set up custom alerts for account changes.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-15
    App details
  1. iA Private Wealth app icon

    iA Private Wealth

    Industrial Alliance Insurance and Financial Services Inc.

    Monitor portfolio, chat with advisor

    Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.

    ★ 4.823 ratingsFinanceFreeData updated 2026-09-06
    App details
  7. Mon Espace France Travail app icon

    Mon Espace France Travail

    France Travail

    Update your situation and track your schedule

    Update your employment status by declaring monthly situations and events. View payment calendars and recap summaries. Declare changes in your situation. Photograph and send required documents for verification.

    ★ 4.8172 ratingsBusinessFreeData updated 2026-09-10
    App details
  10. Mezzi Wealth app icon

    Mezzi Wealth

    StockTalk, Inc.

    Optimize portfolios and track investments

    Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.

    ★ 4.785 ratingsFinanceFreeData updated 2026-09-06
    App details
  12. Sergo app icon

    Sergo

    Goodstays Limited

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
    App details
  14. Great Eastern Singapore app icon

    Great Eastern Singapore

    The Great Eastern Life Assurance Company Limited

    Access policies and update details securely

    Access insurance and investment policies securely with biometric login. Update personal details instantly. View coverage summaries and policy values. Manage payments and update payment methods.

    ★ 4.8145 ratingsFinanceFreeData updated 2026-09-22
    App details
  15. Whelan Financial app icon

    Whelan Financial

    Whelan Financial, Inc.

    View portfolio balances and statements anytime

    View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-21
    App details

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.