Apps Like NDVR Wealth for iPhone and iPad
Manage portfolios and track performance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
NDVR Wealth screenshots
Ranked alternatives
Showing 441–460 of 1,000 ranked alternatives.
CLA Wealth Advisors
CLIFTONLARSONALLEN LLP
View portfolio details anytime
View portfolio details, check asset allocations, and access interactive reports. Track financial goals and their achievement probabilities. Download documents and customize the interface for personalized financial insights.
ValU Wealth Care
Excel Net Solutions Private Limited
Track assets and download reports
Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access portfolio reports, view historical performance, and download transaction statements.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
FinTurtle: Stock Research Tool
FinTurtle LLC
Track data and analyze market trends
Get real time quotes for regular and extended trading hours. Access market news, financial reports, and institutional portfolio data. Perform fundamental and technical analysis. View candlestick charts and investment insights.
Investor Mobile
arturo posadas
Simulate trades and track portfolios
Simulate stock and cryptocurrency trading with virtual funds. Track live market prices. Create and manage investment portfolios. Monitor performance and customize watchlists. Set and adjust investment strategies.
HDFC Bank Home Loans
Housing Development Finance Corporation Ltd
Manage , track payments, view statements
Access loan account information including summary, payment details, and disbursement records. Request forms and track application status. Make payments and view transaction history. Receive notifications and manage loan-related documents.
MCWS Client App
McKinley Carter Wealth Services, Inc
Check portfolio balance and track performance
Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.
GuideStone
GuideStone Financial Resources
Track investments and view account details
Access investment overview and account details. View retirement plans and investment holdings. Track market performance and receive updates on account changes. Manage insurance policies and review coverage options.
AUTUS WEALTH
AUTUS WEALTH PRIVATE LIMITED
Track investments and download portfolio reports
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.