OneAscent
OneAscent
Access portfolio data anytime
Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .
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 401–420 of 1,000 ranked alternatives.
UOBAM Invest Thailand
UOB ASSET MANAGEMENT (THAILAND) COMPANY LIMITED
Review portfolios, access funds, transact investments
View and manage investment portfolios with real-time updates. Receive personalized portfolio recommendations based on risk tolerance. Execute transactions, track investments, and access fund details.
BillMari Wallet
BillMari Inc
Send and manage Bitcoin securely
Manage and send Bitcoin with secure access. Track transactions and view balances. Set up multi-signature accounts. Export transaction history. Connect with other users through community forums.
PSBT Trust & Wealth
Peoples Security Bank and Trust Company
View balances, track transactions, manage portfolios
View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.
NR Wealth
North River Wealth Advisors LLC
View account info, balances, and goals
View account details, check balances, and track investment performance. Monitor progress toward financial goals. Set and adjust goals with real-time updates. Receive notifications for account activity.
Clearstead Advisors, LLC
Clearstead Advisors, LLC
View portfolio, track assets, access account values
View account balances and portfolio details in real time. Track holdings and asset allocation. Monitor performance of individual assets and overall portfolio. Receive alerts for account activity.
Cmax
Mesa Spring Retirement Village Inc.
Manage finances with precision and clarity
View account balances and transaction history. Send and receive money via bank transfers. Set spending limits and receive notifications. Access customer support and update settings.
Quantel
Tenjin AI Financial Technologies, LLC
Invest in portfolios and track performance
Start investing with as little as $500 per month. Research stocks, track portfolio performance, and receive personalized investment advice. Set up managed portfolios with AI-driven models and human expertise.
Odea Mobile Banking
ODEA BANK A S
Invest in assets and manage portfolios
Perform transactions securely. Manage investment portfolios with multiple options. Access tools to support investment decisions. View financial data and track progress. Set alerts for account activity. Adjust investment strategies remotely.
Ritholtz Wealth Mobile
Ritholtz Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances in real time. Send messages to advisors for support. Access transaction history and account statements. Set up notifications for account activity.
Amerant Investments
Amerant Bank, N.A.
Place trades, view balances, track holdings
Access account balances, holdings, and transaction history. View order status and place equity trades. Receive real-time market data and set up alerts. Manage portfolio performance and track investment activity.
Premier Path Wealth Partners
PREMIER PATH WEALTH PARTNERS, LLC
View portfolio data and track investments
View portfolio data and financial information through an intuitive interface. Monitor account balances, holdings, and investment performance. Track account activity and interact with the team for support.
BOC Macau
Bank of China Limited, Macau Branch
Register with BOC Card and manage accounts
Register with BOC Card to access personal accounts and mobile banking features. View account balances, transfer funds, and pay bills. Receive transaction alerts and manage security settings.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.