Apps Like Kriday Smart Portfolio for iPhone and iPad
Kriday Smart Portfolio screenshots
Ranked alternatives
Showing 241–260 of 1,000 ranked alternatives.
My Westmount
Westmount Asset Management Inc.
Access accounts, view balances, track performance
Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.
CryptoControl
CRYPTOCONTROLLABS LTDA
Track crypto value and manage portfolios
Track cryptocurrency values in real-time. Manage portfolios of major cryptocurrencies. View market indicators and price data. Add and remove assets. Set price alerts. Export transaction history.
Fiducient Advisors
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
NDVR Wealth
NDVR INC
Manage portfolios and track performance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
MCWS Client App
McKinley Carter Wealth Services, Inc
Check portfolio balance and track performance
Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.
SiBolsa
BOLSA MEXICANA DE VALORES SAB DE CV
Mexican Stock Exchange information at click.
The app provides information for the Mexican Stock Exchange. It offers delayed information and a real-time option for clients.
Oak Grove Capital Mobile
Oak Grove Capital, LLC.
View portfolio values and contact your advisor
View portfolio values and asset allocations in real time. Contact your financial advisor directly through the . Receive updates on account performance and transaction history.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.