Blueleaf Advisor app icon

Apps Like Blueleaf Advisor for iPhone and iPad

by Blueleaf Wealth, Inc★ 3.02 ratingsFinanceFreeData updated 2026-09-06
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Blueleaf Advisor screenshots

Ranked alternatives

Showing 321–340 of 1,000 ranked alternatives.

  3. SGH Wealth Management app icon

    SGH Wealth Management

    SGH Wealth Management, LLC

    Monitor investments and financial data securely

    Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-06
    App details
  13. Prevail IWA app icon

    Prevail IWA

    Prevail Innovative Wealth Advisors, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  14. FourstarWealth Client app icon

    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.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
    App details
  17. Ox Road Capital app icon

    Ox Road Capital

    Ox Road Capital LLC

    View portfolio data and manage investments

    Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.