Apps Like Kriday Smart Portfolio for iPhone and iPad
Kriday Smart Portfolio screenshots
Ranked alternatives
Showing 361–380 of 1,000 ranked alternatives.
Monex Investor
BCP ADVISORS, LLC
Open accounts, invest, access funds anytime
Open an account online without minimum requirements. Manage a globally diversified portfolio. Access funds anytime. View investment performance and transaction history. Place trades and monitor market trends.
Greenwood Gearhart Client App
Greenwood Gearhart Inc.
Access portfolio, track performance, review documents
Access portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .
Clearstead Advisors, LLC
Clearstead Advisors, LLC
View portfolio, track assets, access account values
View account balances and portfolio details in real time. Track holdings and asset allocation. Monitor performance of individual assets and overall portfolio. Receive alerts for account activity.
Grand Wealth Management LLC
Grand Wealth Management, LLC
View portfolio data securely
Access portfolio data and manage investments through a secure web interface. View account balances, transaction history, and performance metrics. Receive real-time updates and communicate with financial advisors for account inquiries.
Holistic Planning+
Uptick Partners, LLC
View portfolios in real time
View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.