Apps Like WealthAims for iPhone and iPad
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
Greyspace
Greyspace Financial LLC
View reports, load receipts, schedule meetings
View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.
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.
ATH Móvil
EVERTEC, INC.
Send money via phone number
Transfer money instantly to contacts via phone number. Move funds between accounts across different financial institutions. Make real-time payments securely. Check account balances. Donate to non-profit organizations.
BKM Wealth
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
Thrivent Financial
Thrivent Financial For Lutherans
Track investments and insurance securely
Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.