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 121–140 of 1,000 ranked alternatives.
Leaderboard by IBD
Investor's Business Daily, Inc
Track stocks and follow trading plans
Access real-time stock data and analysis. Receive curated investment recommendations and trading strategies. Track portfolio performance and compare with market benchmarks. Subscribe to premium content for detailed research and actionable insights.
PFG Private Wealth
PFG Private Wealth Management, LLC
Access your portfolio and financial plan anytime
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
blai
Blai Labs Inc.
Trade crypto with AI advisor
Manage cryptocurrency investments by chatting with an AI advisor. Research tokens, build portfolios, and execute trades through natural language commands. View real-time market data and track portfolio performance.
S&P Capital IQ Pro
S&P Global Market Intelligence LLC
Access real-time data and market news
Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
Fundify: Startup Investing
Fundify Advisors LLC
Invest in startups and build portfolios
Invest in startups automatically through a diversified portfolio of early-stage companies. View investment details, track performance, and manage contributions. Receive updates on fund performance and company progress.
Windsor Wealth
Windsor Wealth Management, Inc.
Check balances and contact your team
Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.
Berenberg Wealth Management
Joh. Berenberg Gossler & Co. KG
Monitor assets, manage investments, track performance
Track investment performance across time frames and analyze asset distribution by class, region, or currency. View portfolio details, set alerts, and manage digital assets securely from a mobile device.
JVL Wealth
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
Monorail: America’s Invest App
Monorail Inc.
In portfolios and track performance
Manage investments with diversified portfolios managed by experts. Choose between Patriot or Global Portfolio. Track performance, adjust allocations, and receive market insights. Set up automatic contributions and view detailed reports.
Abyan Capital: Save and Invest
ABYAN CAPITAL COMPANY
In Shariah-compliant portfolios
In Shariah-compliant portfolios, , and manage wealth through a secure . Set investment goals, track performance, and receive personalized recommendations. Open accounts quickly and monitor transactions and balances in real time.
Auric Capital
Auric Capital Partners LLC
Manage client portfolios and communications
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
baha Stock Markets (iPad)
baha GmbH
Track prices, view data, and monitor news
Track portfolio performance with real-time prices and historical data. View intuitive analytics and set price alerts. Access live quotes and global news. Explore currency conversion tools and company profiles.
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.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
My Westmount
Westmount Asset Management Inc.
Access accounts, view balances, track performance
Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.
First PREMIER Bank Trust
First PREMIER Bank
View portfolio balances securely
View portfolio balances and account summaries on the go. Access investment information securely. Check holdings in dollars or percentages. Track performance metrics. Manage allocations and account details.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.