IRIS Wealth app icon

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.

by P-Strategic Financial Allocation SA★ 0.00 ratingsFinanceFreeData updated 2026-09-06

IRIS Wealth screenshots

Ranked alternatives

Showing 301–320 of 1,000 ranked alternatives.

  1. 滨海国金所 app icon

    滨海国金所

    Binhai (Tianjin) Financial Assets Exchange Company Limited

    Manage accounts, track finances, plan budgets

    Manage accounts with personalized financial planning tools. Track expenses, set budgets, and receive spending insights. Schedule payments and monitor investment portfolios. Access real-time balance updates and transaction history.

    ★ 4.861 ratingsFinanceFreeData updated 2026-09-12
  2. Gera Wealth app icon

    Gera Wealth

    Gera Wealth Private Limited

    Track assets, view reports, manage investments

    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.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14
  1. Ogorek Wealth Management, LLC app icon

    Ogorek Wealth Management, LLC

    Ogorek Wealth Management, LLC

    View financial data and manage budgets

    View financial overview through an interactive dashboard. Access dynamic reports with investment details. Store and share documents securely with a financial advisor. Manage budgets and track financial progress.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  2. Ploutos Budget: Money Manager app icon

    Ploutos Budget: Money Manager

    Ploutos Studios LLC

    Track expenses, investments, and net worth

    Track income and expenses across multiple accounts. Set budgets and monitor spending. View net worth and investment portfolios. Schedule and automate transfers. Receive alerts for account activity. Generate reports and set financial goals.

    ★ 5.010 ratingsFinanceFreeData updated 2026-09-06
  3. Keenai Wealth app icon

    Keenai Wealth

    LC ADROIT VANTAGE PRIVATE LIMITED

    Track investments, manage portfolios, discover opportunities

    Track investment performance and manage portfolios across 45+ global markets. Monitor equities, ETFs, hedge funds, bonds, and structured products. Access curated opportunities and view detailed portfolio breakdowns.

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  4. 简理财-基金组合类投资理财平台 app icon

    简理财-基金组合类投资理财平台

    Beijing Jinweilai Financial Information Service Co., Ltd.

    Invest in funds and track your portfolio

    Access account balances and transaction history. View investment portfolios and track fund performance. Set up recurring transfers and manage VIP membership benefits. Receive notifications for market updates and customer support via phone.

    ★ 4.825 ratingsFinanceFreeData updated 2026-09-09
  5. BlueBit LTD app icon

    BlueBit LTD

    BlueBit LTD

    Manage finances, track expenses, send payments

    Manage finances with real-time account updates, send and receive payments, and track expenses. Set budget limits and receive transaction alerts. View spending patterns and generate monthly reports.

    ★ 4.627 ratingsBusinessFreeData updated 2026-09-06
  6. AJIB Rewards app icon

    AJIB Rewards

    BLU Solutions Limited

    Manage accounts, view balances, transfer funds

    Manage accounts, transfer funds, and pay bills. View transaction history and set up alerts. Access customer support and update personal information. Track investment portfolios and manage loans.

    ★ 4.114 ratingsBusinessFreeData updated 2026-09-13
  7. Vika Wealth app icon

    Vika Wealth

    KUBER MONEYMART

    Track assets and manage your portfolio

    Manage financial portfolio with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  8. First PREMIER Bank Trust app icon

    First PREMIER Bank Trust

    First PREMIER Bank

    View portfolio balances securely

    View portfolio balances and account summaries on the go. Access investment information securely. Check holdings in dollars or percentages. Track performance metrics. Manage allocations and account details.

    ★ 4.29 ratingsFinanceFreeData updated 2026-09-11
  9. Wealth Gap App app icon

    Wealth Gap App

    Black Unicorn Factory

    Follow, like, share, subscribe, partake

    Manage personal and business finances with budget tracking, expense categorization, and income forecasting. Set reminders for payments and bills. Export reports and sync data across devices.

    ★ 4.08 ratingsBusinessFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.