Apps Like Wealth Portal for iPhone and iPad
Wealth Portal screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
PSBT Trust & Wealth
Peoples Security Bank and Trust Company
View balances, track transactions, manage portfolios
View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.
Northern/Countryside CU Mobile
Northern Credit Union
Bank from anywhere with mobile banking.
The app allows users to deposit checks, view balances, pay bills, and locate ATMs. Users can also transfer money, download statements, and track spending patterns.
Private Passport
Northern Trust Corporation
Wealth management suite extension for users.
The app provides real-time banking balances and activity, historical information for all accounts, and investment portfolios with intra-day price updates. Users can transfer money, pay bills, deposit checks, and find office locations.
UNest: Investing for Kids
U-Nest Holdings LLC
Save money, build savings, earn rewards
Manage custodial accounts for children with bi-weekly or monthly contributions. Earn money from partnered brands while shopping. Monitor and adjust investments through smart tools. Track financial activities and set up automated savings plans.
IDFC FIRST Bank: MobileBanking
IDFC FIRST BANK LTD
Swipe to manage accounts and cards
View account balances and manage credit card and debit card details with one swipe. Make secure payments and UPI transfers. Pay bills and send money instantly.
Atlantic Union Bank Wealth
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
DBS digibank - wealth
DBS Bank Ltd
Invest, plan, and bank securely
Manage finances with investment tools, budgeting features, and payment tracking. Set reminders for bills and payments. Access account insights and use smart shortcuts for quick transactions. Monitor spending and plan expenses within the .
GalaxyOne: Wealth & Investing
Fierce Technology, Inc.
Save, invest, and trade securely
Manage finances with high-yield cash accounts offering 3.50% APY. Auto-reinvest interest into bitcoin. Buy, transfer, and trade crypto and U.S. equities without fees. Earn 8.00% premium yield on cash. View account balances and transaction history.
Maybank2u SG
Malayan Banking Berhad
Open accounts and apply for credit cards
Check account balances and view eStatements. Open savings accounts or apply for credit cards instantly. Register for online banking and Secure2u Digital Token. Earn cashback with Tap, Track. Deposit checks by photo. Transfer funds between accounts.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.