Relevant Wealth app icon

Apps Like Relevant Wealth for iPhone and iPad

by RELEVANT WEALTH ADVISORS, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Ranked alternatives

Showing 461–480 of 1,000 ranked alternatives.

  2. BIP ClientCare app icon

    BIP ClientCare

    BIP Technology, LLC

    View portfolio, track assets, receive insights

    View asset performance data, access portfolio details, and receive personalized insights. Track investments, set reminders, and communicate with financial advisors. Receive notifications and update account information securely.

    ★ 5.011 ratingsBusinessFreeData updated 2026-09-06
    App details
  13. MCWS Client App app icon

    MCWS Client App

    McKinley Carter Wealth Services, Inc

    Check portfolio balance and track performance

    Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
    App details
  16. Berenberg Wealth Management app icon

    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.

    ★ 4.45 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

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