Apps Like UMB Total Wealth for iPhone and iPad
UMB Total Wealth screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
Cryptand
Ser Familia, Inc.
Track crypto prices and analyze trends
Track cryptocurrency prices, market caps, and 24-hour changes for Bitcoin, Ethereum, and other major coins. Analyze trends using candlestick charts and multiple timeframes. Set price alerts for real-time updates.
Total Return
Nagotek LLC
Calculate investment performance and returns.
The app calculates the total return of investments, including gains, losses, dividends, and commissions. It also computes the annualized rate of return for individual holdings and the entire portfolio.
Zoe Financial
ZOE FINANCIAL INC.
Access accounts, invest, track growth
Access account balance, investment performance, and current holdings. View transfer status and transaction history including deposits and withdrawals. Receive updates on investment account growth.
Core analysis of stocks
Zarnaiin Ranjhoo
Invest in assets and track performance
Track investment performance with real-time market and AI-driven insights. Manage sub-industry portfolios and receive detailed company evaluations. Forecast trends and optimize asset allocation using intelligent algorithms.
Primerica Shareholder Services
The Bank of New York Mellon Corporation
View balances, complete transactions, track history
View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.
Amerant Investments
Amerant Bank, N.A.
Place trades, view balances, track holdings
Access account balances, holdings, and transaction history. View order status and place equity trades. Receive real-time market data and set up alerts. Manage portfolio performance and track investment activity.
Private Client Services
The Capital Group Companies Inc.
Check balances and review assets
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
Rhame & Gorrell Wealth
Rhame & Gorrell Wealth Management, LLC
View financial data and manage budgets
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisors. Manage budgets and track spending. Set financial goals and monitor progress.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.