Apps Like Aaron Wealth Connect for iPhone and iPad
Aaron Wealth Connect screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
Warren Street Wealth Advisors
Warren Street Wealth Advisors, LLC
View performance, track holdings, access statements
View investment performance, holdings, and statements. Access account details securely. Set up alerts for transactions. Receive regular performance updates. Manage investment portfolios remotely.
UNest: Investing for Kids
U-Nest Holdings LLC
Save money, build savings, earn rewards
Manage custodial accounts for children with bi-weekly or monthly contributions. Earn money from partnered brands while shopping. Monitor and adjust investments through smart tools. Track financial activities and set up automated savings plans.
NBK Wealth
Watani Investment Company K.S.C.C
Manage assets, plan finances, invest wisely
Manage investments, plan finances, and access advisory services. Track portfolio performance, set financial goals, and receive personalized recommendations. Schedule meetings, view account statements, and communicate with advisors securely.
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.
Keller Wealth
KMH Wealth Management, LLC
View financial plan and account information.
The app provides authorized users with access to financial plan information, account valuation, performance, and reporting. This application is designed for mobile devices.
Wealthbox
Starburst Labs, Inc.
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Hello Seven
Rodgers Collective Inc
Build income streams and scale businesses
Access exclusive resources and tools for income growth. Track financial goals and progress. Connect with certified coaches for personalized guidance. Join a community of entrepreneurs for support and networking.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.