Apps Like Solid Point Wealth Advisors for iPhone and iPad
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a advisor. Manage budgets and track spending.
by Solid Point Wealth Advisors, LLC★ 5.01 ratingsFinanceFreeData updated 2026-09-06
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
Manage accounts, view balances, and track expenses
View and manage retirement, health savings, and investment accounts alongside checking, savings, and credit cards. Track transactions, set budgets, and receive alerts. Access account statements and transfer funds securely.