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 441–460 of 1,000 ranked alternatives.
Aldrich Wealth
Aldrich Wealth LP
View finances, track expenses, consult advisor
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.
Wilkinson Global
Wilkinson Global Asset Management LLC
Access portfolio data anytime
View portfolio data including asset allocations and performance metrics. Access account balances and transaction history. Receive real-time updates and generate detailed reports. Manage investment holdings and track market trends.
Ox Road Capital
Ox Road Capital LLC
View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
FoneMoney
FoneMoney Co., Ltd.
Send money instantly across borders
Send money internationally with real-time transfers. Add recipient details and select currency. View transaction history and manage multiple accounts. Set up recurring payments and track delivery status. Verify transactions with security codes.
Willow Financial
Willow Financial LLC
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
iTHINK Financial Cards App
iTHINK Financial Credit Union
Access card accounts securely
View account balances and transaction history. Set transaction alerts via email, text, or push notifications. Enable or disable card usage with card controls. Set spending limits or block specific transactions.
MyWealthX
Zanibal LLC
Manage finances, invest, insure
Manage finances with integrated banking, investing, and insurance tools. View account balances, transfer funds, and track investments in real time. Set budget alerts, monitor spending, and access policy details for insurance coverage.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.