Apps Like Wealthgrade for iPhone and iPad
View accounts in one place
View consolidated financial accounts from multiple institutions in one place. Track personal net worth and compare it to others. Set financial goals and receive progress updates. Share achievements and engage with a community of users.
Wealthgrade screenshots
Ranked alternatives
Showing 321–340 of 1,000 ranked alternatives.
Amplifi: Financial Freedom
Giacomo Poppi
Define goals and track progress
Track net worth by listing assets and liabilities. Set goals and monitor progress. Forecast future income and expenses. Analyze spending patterns and receive personalized insights. Create a roadmap with milestones to guide long-term planning.
True Wealth Design
True Wealth Design, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access documents from financial advisors in a secure vault. Manage budgets and track spending. Set financial goals and receive alerts.
Arsenal Credit Union
Arsenal Credit Union
View accounts, deposit checks, pay bills, transfer
View all accounts with single sign-on. Check balances, deposit checks, control cards, pay bills, transfer funds, and chat with representatives. Set up alerts and manage transactions.
Exact Online
Exact Cloud Development Benelux B.V.
Track expenses, scan invoices, manage payroll, request
Access real-time financial data and accounts receivables from anywhere. Scan invoices or receipts to add them to accounting. Track time spent on projects, view payroll slips, and request time-off.
OptionPosition+
Peter Kramer
Estimate share and option values
Calculate the value of shares and options using real-time data. Analyze hedging strategies like put protection and covered calls. Visualize portfolio performance under price and volatility changes.
Vestor Capital, LLC
Vestor Capital, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with real-time investment details. Store and share documents securely with a document vault. Manage budgets and track spending.
Owners Bank
Liberty Bank (CT)
Manage accounts and view balances
Manage accounts with balance views and transaction details. Access account snapshots via Apple Watch. Store electronic statements and check images. Apply for new accounts and reorder nicknames. Deposit checks via mobile phone and view history.
Five Star CU
Five Star Credit Union
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage budgets. View spending trends and receive security alerts.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.