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 621–640 of 1,000 ranked alternatives.
RankMF by SAMCO
Samco Securities Limited
Rank mutual funds by performance
Compare mutual fund performance across schemes. Analyze historical returns and risk metrics. Filter funds by category, size, and investment objective. Set alerts for price changes and market news. Track portfolio performance and generate reports.
Intl Securities
International Securities LLC
Trade stocks and monitor market prices
Access real-time stock prices, news, and market analysis. Place trades and manage orders securely. Monitor portfolio performance and track investment history. Receive price alerts and view detailed market data.
My E&P
Algo Trading Services Pty Ltd
Access investment data and research now.
The app provides clients access to investment data, including portfolio information, market data, and research. Clients can view valuations, asset allocation, stock quotes, dividend history, charting, news, market summaries, and transaction history.
Parkshore
Parkshore Wealth Management
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send messages and receive updates on account activity.
PensionBee: Combine 401(k)s
PensionBee Ltd
Roll over pensions and manage IRAs
Manage retirement savings by consolidating and IRAs into a single IRA. Choose between Traditional, Roth, or SEP IRA accounts. Track investments, view portfolio performance, and pay annual fees based on portfolio size.
Cofo AI: Markets & Crypto AI
Collective Forecast Inc.
Manage portfolios with AI analysis
Analyze cryptocurrency with real-time data and technical indicators. Provide personalized investment insights based on user goals and risk tolerance. Manage portfolios with automated rebalancing and trade execution.
FourstarWealth Client
Eyeballs Financial LLC
Schedule appointments and view data
Financial advisors can respond to inquiries and manage appointment scheduling directly from their phones. They can accept or reject appointment requests without needing direct communication.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.