Apps Like IRIS Wealth for iPhone and iPad
Access financial data securely
Access account balances and transaction history. View investment portfolios and performance reports. Schedule transfers and set spending limits. Receive real-time notifications and manage security settings.
IRIS Wealth screenshots
Ranked alternatives
Showing 261–280 of 1,000 ranked alternatives.
RUUT
Sherpa Brokers LLC
Invest in companies and portfolios
Create personalized investment portfolios based on investor profile. Invest in top U.S. companies and ETFs with a minimum of one dollar. View account balances and transaction history. Set investment goals and track progress.
Cedar Point Capital Partners
Cedar Point Capital Partners, LLC
View financial data and reports
View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.
GS PWM
Goldman Sachs
View portfolio, contact team, track insights
View portfolio details including market value, investment performance, and recent activity. Access account balances and transaction history. Contact the financial team directly. Receive market insights and updates.
GuideStone
GuideStone Financial Resources
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.
Care Wealth
CARE WEALTH
Track assets and manage your portfolio
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.
RVirat Wealth
RVIRAT WEALTH LLP
Track assets and download portfolio reports
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.
Wealth Broker: Investing All
HUATONG JIUAN LIMITED
Invest in global assets and manage portfolios
Manage investments with real-time market data and portfolio tracking. Buy and sell stocks, bonds, and funds across global markets. Set up recurring investments and receive customizable alerts. View performance reports and access research tools.
Milleis Banque Privée
Milleis Banque
Manage accounts, track expenses, invest securely
View account balances and transaction history. Transfer funds between accounts. Pay bills and manage recurring payments. Access investment portfolios and track performance. Set security preferences and enable two-factor authentication.
Vista Wealth Care
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial assets with 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.
SuperCMS
Peng Antai
View live video, control operations, monitor activities
Monitor and manage video streams from multiple devices and channels simultaneously. Control operations remotely via iPad. Organize and manage video tags across up to 32 channels. Conduct guided video tag tours. Manage software privacy settings.
华夏银行
Hua Xia Bank Co.,Ltd.
Manage accounts, pay bills, transfer funds
Check account balances, transfer funds, and pay bills. View transaction history and set spending alerts. Access loan and investment services. Receive real-time notifications.
Finance Chart - Stock Market
秀平 罗
Track financial reports and analyze company data
View real-time financial reports and operating indicators of companies. Analyze visualized financial statements to assess business performance. Subscribe via iTunes account with automatic renewal options. Cancel renewal through iTunes settings.
ViZO App
ViZO Technology Limited
Manage crypto, track expenses, and invest securely
Manage digital assets, send and receive payments, and load gift cards. Track spending, set budget limits, and monitor cryptocurrency holdings. View transaction history and access customer support through in- messaging.
Wealth: Budget & Expense Track
桓荣 马
Expenses and manage budgets offline
Expenses by logging income and expenses quickly with customizable categories and multi-currency support. Set monthly spending limits and monitor progress. Manage budgets and view spending patterns without an internet connection.
Garuda Wealth
Excel Net Solutions Private Limited
Manage mutual funds, equity shares, bonds,
Manage financial assets with 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.
ARK Financial Client Portal
Ark Financial Management, LLC
Access portfolio data and manage investments
Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.
Hebbia
Hebbia Inc.
Access real-time financial data and insights
Access real-time financial data from deal books, earnings, and CRM. Retrieve instant answers to critical queries. Securely view board decks and investment research. Share insights and collaborate with team members.
Tribapay: Redefining Payments
Stanbuzz Technology Limited
Send money, track transactions, pay bills
Send and receive money locally and internationally with real-time transaction tracking. Create payment links to collect from customers. Monitor account balances and transaction history. Set up recurring and schedule transfers.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.