Apps Like Relevant Wealth for iPhone and iPad
Relevant Wealth screenshots
Ranked alternatives
Showing 241–260 of 1,000 ranked alternatives.
IWI Publications
Investment Management Consultants Association
Manage investments and track portfolios
Access financial education resources, including peer-reviewed articles and industry research. Track professional development with certification programs. Stay updated with from award-winning financial industry authors.
Family Wealth Solutions
Family Wealth Solutions, LLC
View portfolio data and reports
Access portfolio data and view reports and statements. Communicate with the Team. Navigate a simple and elegant interface for financial insights and updates.
Vault: Private Wealth
Vault Wealth Limited
Manage assets and track investments
Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.
NJ Client Desk
FINLOGIC TECHNOLOGIES INDIA PRIVATE LIMITED
Check net worth, view reports, track transactions
Check net worth, view valuation reports, review profit and loss statements, and access last 10 transactions. Log in with provided credentials to retrieve financial data and transaction history.
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.
Hoxton Wealth
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.