Apps Like Kriday Smart Portfolio for iPhone and iPad
Kriday Smart Portfolio screenshots
Ranked alternatives
Showing 321–340 of 1,000 ranked alternatives.
GlobalWealth Access
Fi-Tek, LLC
Portfolio data securely
Portfolio data including account balances, performance metrics, and asset allocations. View detailed reports and transaction history. Receive real-time updates and set up account alerts.
Willow Financial
Willow Financial LLC
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
Premier Path Wealth Partners
PREMIER PATH WEALTH PARTNERS, LLC
View portfolio data and track investments
View portfolio data and financial information through an intuitive interface. Monitor account balances, holdings, and investment performance. Track account activity and interact with the team for support.
OneWealth
One Wealth Management Investment And Advisory Services, LLC
View account info, track portfolio performance, monitor
View account information and balances. Track portfolio performance and asset allocation. Analyze historical performance data. Monitor investments with a user-friendly interface.
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.
Veracity Capital
Veracity Capital, LLC
Access portfolio data securely
Access portfolio data and account information through a simple interface. View investment performance, transaction history, and client-specific reports. Request access through your primary contact.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.