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 361–380 of 1,000 ranked alternatives.
Evercore Wealth & Trust
Evercore Wealth Management, LLC
View account balances and statements
View account balances and statements. Access latest perspectives and upcoming events. Log in with existing online credentials. Check account details and event schedules.
Albion Financial Group
ALBION MANAGEMENT GROUP, LTD
View data and manage budgets
View data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a wealth advisor. Manage budgets and track spending.
YieldClub
Yieldclub, Inc.
Save money with higher returns
Save money with high-yield digital dollar strategies. Set savings goals and track progress. Earn interest without crypto or investing knowledge. Manage accounts and view transaction history. Receive notifications for account activity.
CLA Wealth Advisors
CLIFTONLARSONALLEN LLP
View portfolio details anytime
View portfolio details, check asset allocations, and access interactive reports. Track financial goals and their achievement probabilities. Download documents and customize the interface for personalized financial insights.
GIM Wealth
GAURANG INSURANCE MARKETING AND VALUE CREATION PRIVATE LIMITED
Manage mutual funds, equity shares, bonds,
Manage and monitor financial assets such as mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.
SECANDA
IntraKey technologies AG
Manage digital ID and funds securely
Manage digital identity and payments with secure authentication and instant fund transfers. View account balances, send and receive money, and monitor transactions. Set up alerts and control access to financial accounts remotely.
Dominion Wealth
Dominion Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Access real-time transaction history and send secure messages for support.
DSP Mutual Fund
DSP ASSET MANAGERS PRIVATE LIMITED
Track investments and manage portfolios
Track investment performance with real-time portfolio insights and asset allocation details. Receive actionable recommendations based on advanced analytics. Manage transactions and view historical returns.
First Farmers Wealth Access
First Farmers and Merchants Bank
Aggregate accounts, view balances, track finances
Link accounts from multiple institutions to view consolidated balances and transaction history. Track cash flow and financial trends. Set permissions for data sharing. Receive alerts for account activity.
TFO Wealth
TDC Companies Inc.
Track expenses, view reports, secure documents, budget
View financial overview through an interactive dashboard. Generate dynamic reports with current investment details. Manage budgets and securely store documents. Track expenses and income. Receive alerts for account activity.
U3 Card
U3 Financial Inc.
Pay with cryptocurrency anytime
Make payments using cryptocurrency as if it were fiat currency. Send and receive funds globally. View transaction history and balances. Set spending limits and manage security settings. Convert cryptocurrencies to fiat within the .
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.