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.
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.
IDFC FIRST Bank: MobileBanking
IDFC Bank Limited
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.
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.