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 741–760 of 1,000 ranked alternatives.
First Farmers Wealth Access
First Farmers and Merchants Bank
Aggregate accounts, view balances, track finances
Link accounts from multiple institutions to view consolidated balances and transaction history. Track cash flow and financial trends. Set permissions for data sharing. Receive alerts for account activity.
Ballast Advisors
Ballast Advisors, LLC
View finances, track expenses, secure documents, create
View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a financial advisor. Access budgeting tools and manage financial documents.
Stockportfolio Lite
Christian Hessenbruch
Track portfolio performance and profit loss
Track portfolio performance with real-time stock quotes and historical data. View daily and custom date-based performance. Log profits and losses for accurate calculations. Receive daily or weekly reports via email or push.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.