Apps Like Kriday Smart Portfolio for iPhone and iPad
Kriday Smart Portfolio screenshots
Ranked alternatives
Showing 261–280 of 1,000 ranked alternatives.
FactSet RMS
FactSet Research Systems, Inc.
Create, edit, and sync research records
Create, edit, sync, and download research and contact records. Search records by keyword, entity, or date range. Download data for offline use. Manage client information and update details remotely.
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 .
BCG Retirement
Horace Mann Service Corporation
Track portfolio values in real time
Manage account information with real-time portfolio tracking and 24-hour access. View balances, contributions, and return rates. Access plan details and account information directly from the device.
Sarwa Real Estate Investment
Sarwa Investment Management Limited
View portfolio, access reports, subscribe to investments
View portfolios with -time snapshots. Access distribution statements and update reports. Subscribe to new investments. Manage subscriptions and track performance metrics. Export reports and set reminders for updates.
First Oak Wealth Management
First Oak Wealth Management LLC
Access portfolio data securely
Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.