Apps Like Wealth Architects for iPhone and iPad
Wealth Architects screenshots
Ranked alternatives
Showing 121–140 of 1,000 ranked alternatives.
IRIS Wealth
P-Strategic Financial Allocation SA
Access financial data securely
Access account balances and transaction history. View investment portfolios and performance reports. Schedule transfers and set spending limits. Receive real-time notifications and manage security settings.
MoneyCEO: Personal Finance
You Are a CEO, Inc.
Track accounts, view income, manage expenses
View all financial accounts in one secure dashboard. Monitor income, expenses, and savings. Track cash flow with monthly income and expense reports. Manage bank accounts, 401k, IRA, investments, stocks, and debt.
Victory Wealth Management LLC
Victory Wealth Management, LLC
Access accounts, track market data, contact advisor
Access financial accounts and view market or portfolio activity in real time. Contact advisors directly. Monitor investment performance and track transaction history. Receive alerts for account changes and market updates.
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.
WAM Wallet
What's a Mortgage, Inc.
Track expenses, save, and plan for home
Track account balances, view transactions, and monitor net worth. Set and adjust budgets. Access mortgage preparation tools and financial goals. Sync data across devices and receive alerts for spending trends.
alooola
Glen Eagle Advisors, LLC
Invest in portfolios with expert guidance
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.
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.
DecisionPoint Financial
DecisionPoint Financial, LLC
Track expenses, view reports, manage investments, secure
View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.