Apps Like GuideStone for iPhone and iPad
Track investments and view account details
Access investment overview and account details. View retirement plans and investment holdings. Track market performance and receive updates on account changes. Manage insurance policies and review coverage options.
GuideStone screenshots
Ranked alternatives
Showing 141–160 of 1,000 ranked alternatives.
Param Investments
PARAM INVESTMENTS MF SERVICES LLP
Track portfolio, manage assets, view reports
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.
ClientLink
Wedbush Securities, Inc.
Access accounts and manage investments
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
SAM Client App
Stansberry Asset Management, LLC
Check performance, review portfolios, track investments
Check investment performance, review portfolio details, and understand asset allocation. Subscribe to NewsFeed, download reports, view past webinars, and contact Customer Relationship Managers.
Machinists Retirement Plan
Schwab Retirement Technologies Inc.
Enroll, forecast, and monitor savings
Access and savings details anytime. Enroll quickly, view income forecasts, check balances, and track investment performance. Adjust contributions, manage investments, and upload documents securely.
GROWFINN
growfinn wealth management private limited
Track investments and manage portfolios
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.
ArhamShare: Mutual Fund
ARHAM SHARE PRIVATE LIMITED
Track investments and manage portfolio assets
Manage and monitor funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in with Google email.
Enrichwise Premium Wealth App
Enrichwise Consultancy Services Private Ltd
Manage mutual funds, equity shares, bonds,
Manage and track investments in mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.
BRI-OK
Benefit Resources, Inc.
View account balances and track transactions
Manage healthcare benefits with real-time account balances and transaction history. Fund HSA accounts from linked bank accounts. Receive and view email alerts. Contact administrators via email or phone.
FutureMoney: Early Investing
Future Money Inc.
Shake to win cash prizes
Shake to Win allows users to earn entries by making contributions or completing actions. Users can check account balances, view investment performance, and set up recurring contributions.
CIBC Mobile Wealth
Canadian Imperial Bank of Commerce
Monitor investments and trade on the go.
The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.
Switch by Sterling
Sterling Bank Plc
Send money across borders and manage multi-currency
Send money across borders without additional fees. Transfer to users for free. Access multi-currency savings accounts, investment plans, lending, and insurance products. Manage transactions and view balances in real time.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.