Apps Like Kriday Smart Portfolio for iPhone and iPad
Kriday Smart Portfolio screenshots
Ranked alternatives
Showing 201–220 of 1,000 ranked alternatives.
Beacon Hill
Beacon Hill Private Wealth LLC
View portfolio values and allocations
View portfolio values and allocations in real time. Track asset distributions and performance metrics. Receive notifications for account activity and market changes. Adjust investment settings and access detailed reports.
SmartPro Client Experience
SmartPro Financial LLC
View portfolio data and interact with
View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.
OpenArc Client Portal
OpenArc Corporate Advisory, LLC
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
OLIO Financial Planning
OLIO FINANCIAL PLANNING, LLC
Track portfolio performance and analyze trends
Monitor investment gains and losses over time. View detailed performance reports. Compare portfolio values across different time frames. Set custom alerts for market changes. Export data in spreadsheet format.
VTS - Commercial Real Estate
View The Space LLC
Log deals, track pipeline, manage portfolios
Log deals remotely with -time updates. Track deal pipelines and activity feeds. Manage portfolios with analytics. Create dynamic stacking plans. Monitor asset performance and manage leases efficiently.
Composition Wealth Portal
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.