Apps Like UMB Total Wealth for iPhone and iPad
UMB Total Wealth screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
AUBWM Total Wealth
Atlantic Union Bank
Track investments and view holdings
View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.
Altruist Client
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
UMB Mobile
UMB Financial Corporation
Manage accounts, transfer funds, check balances, pay
Check balances and account activity. Review transaction history and statements. Track payments and spending. Set and receive account alerts. Transfer funds between accounts. Pay bills securely. Locate UMB ATMs.
LPL Account View
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
Prosper: Invest
Prosper Marketplace, Inc.
Manage portfolio allocations and track investments
Manage investment portfolios by adjusting target allocations with Auto , manually selecting loans, adding funds via one-time or recurring deposits, and viewing details on each Note.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.