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 421–440 of 1,000 ranked alternatives.

  1. Supervest app icon

    Supervest

    Supervest, LLC

    Access portfolio and manage account

    Access investment portfolio details, manage account settings, and view performance reports. Track assets, adjust allocations, and receive notifications for account updates. Submit support requests and review transaction history.

    ★ 5.014 ratingsBusinessFreeData updated 2026-09-06
  2. Dezerv: MF & Stock analysis app icon

    Dezerv: MF & Stock analysis

    Dezerv Investments Private Limited

    Invest in diversified portfolios

    Manage investment portfolios with expert guidance. View diversified portfolios tailored to your goals. Receive explanations for portfolio changes. Adjust investments and track performance over time. Access market and adjust strategies as needed.

    ★ 4.99 ratingsFinanceFreeData updated 2026-09-06
  3. AmeriServ Retirement app icon

    AmeriServ Retirement

    Ameriserv Financial, INC.

    Access funds securely anytime

    Access account balances and transactions. View investment performance and contribution history. Make deposits and adjust payroll deductions. Set up direct deposits and receive account alerts.

    ★ 4.04 ratingsFinanceFreeData updated 2026-09-06
  4. FSM - Invest Globally app icon

    FSM - Invest Globally

    iFAST Corporation Ltd

    Invest globally with confidence today.

    The app provides access to global investment opportunities including Unit Trusts, Stocks, ETFs, Bonds, and IPOs. Users can build diversified portfolios, invest regularly, and access FX rates and currency tools.

    ★ 3.811 ratingsFinanceFreeData updated 2026-09-18
  5. InvestMates: AI Money Manager app icon

    InvestMates: AI Money Manager

    InvestMates Pte Ltd

    Manage investments, track portfolios, set goals

    Manage investments with real-time portfolio tracking and performance analysis. Set up recurring contributions and goal-based investing. Access market data and research reports. Adjust risk profiles and monitor transactions.

    ★ 4.711 ratingsFinanceFreeData updated 2026-09-06
  6. TPW Portal app icon

    TPW Portal

    Tiller Private Wealth, Inc.

    Share secure documents and investment reports

    View investment reports and securely share documents with advisors. Access detailed performance data and track portfolio changes. Receive updates on account activity and manage document access permissions.

    ★ 4.04 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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