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 81–100 of 1,000 ranked alternatives.

  1. Alerus Retirement app icon

    Alerus Retirement

    Alerus Financial Corporation

    Check balances and view investments

    Access account information using existing login credentials. Check balances, view investment performance graphs, and review contributions. Receive alerts, monitor loan data, and see personal rates of return.

    ★ 4.51,123 ratingsFinanceFreeData updated 2026-09-08
  2. LPL Account View app icon

    LPL Account View

    LPL FINANCIAL CORPORATION

    Access accounts, track trends, manage goals

    Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.

    ★ 4.41,989 ratingsFinanceFreeData updated 2026-09-06
  3. Victory Wealth Management LLC app icon

    Victory Wealth Management LLC

    Victory Wealth Management, LLC

    Access accounts, track market data, contact advisor

    Access financial accounts and view market or portfolio activity in real time. Contact advisors directly. Monitor investment performance and track transaction history. Receive alerts for account changes and market updates.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  1. F&M Bank (OH, IN, MI) app icon

    F&M Bank (OH, IN, MI)

    The Farmers & Merchants State Bank

    Manage accounts, view balances, transfer funds

    View account balances and transaction history. Transfer funds between accounts. Pay bills and set up direct deposits. Receive alerts and notifications. Access customer support and manage security settings.

    ★ 4.81,946 ratingsFinanceFreeData updated 2026-09-10
  2. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
  3. Menthum app icon

    Menthum

    Menthum Holding for Financial Investments SAE

    Save, invest, and grow your money

    Track expenses, set savings goals, and monitor progress. View budget breakdowns and income statements. Schedule automatic transfers and receive spending alerts. Access investment portfolios and adjust allocations.

    ★ 4.766 ratingsFinanceFreeData updated 2026-09-06
  4. Akta Wealth app icon

    Akta Wealth

    Excel Net Solutions Private Limited

    Track investments and manage portfolio assets

    Track and manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, generate transaction statements, and download complete portfolio reports.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-11
  5. Affinity app icon

    Affinity

    Affinity Africa Finance Limited

    Bank securely, manage accounts, track spending

    Access account balances, transfer funds, and pay bills anytime. Deposit checks via photo and set transaction alerts. View transaction history and manage accounts securely through a simple, intuitive interface.

    ★ 4.61,238 ratingsFinanceFreeData updated 2026-09-06
  6. DecisionPoint Financial app icon

    DecisionPoint Financial

    DecisionPoint Financial, LLC

    Track expenses, view reports, manage investments, secure

    View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  7. Spring Development Bank app icon

    Spring Development Bank

    Binary 1696 Pte. Ltd

    Manage crypto, send money, track spending

    Manage multiple currencies for global transactions. Send and receive funds instantly across borders. Monitor account balances and transaction history in real time. Set spending limits and receive alerts for suspicious activity.

    ★ 4.8321 ratingsFinanceFreeData updated 2026-09-06
  8. SC China app icon

    SC China

    Standard Chartered

    Manage accounts, view balances, and send money

    Access account balances, transfer funds, and manage accounts. View product details and campaign banners before logging in. Receive alerts and perform online bank transfers. Lock accounts and set up account alerts remotely.

    ★ 4.7501 ratingsFinanceFreeData updated 2026-09-08
  9. Solid Point Wealth Advisors app icon

    Solid Point Wealth Advisors

    Solid Point Wealth Advisors, LLC

    View financial data and manage budgets

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a advisor. Manage budgets and track spending.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  10. Aseel | أصيل app icon

    Aseel | أصيل

    ASEEL CAPITAL COMPANY

    Invest in real estate funds

    Invest in real estate and investment funds through crowdfunding. View project details, set funding goals, and track returns. Manage portfolios, receive updates, and access investor reports.

    ★ 4.6814 ratingsFinanceFreeData updated 2026-09-06
  11. First Oak Wealth Management app icon

    First Oak Wealth Management

    First Oak Wealth Management LLC

    Access portfolio data securely

    Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  12. Wealth Elite app icon

    Wealth Elite

    REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

    Invest in funds, track your portfolio, manage

    Manage investment portfolios with real-time tracking and customizable dashboards. View performance metrics and portfolio composition. Access research-driven investment recommendations. Withdraw funds via integrated online ATM functionality.

    ★ 4.328 ratingsFinanceFreeData updated 2026-09-06
  13. MHV Digital Banking App app icon

    MHV Digital Banking App

    Mid-Hudson Valley Federal Credit Union

    Manage accounts, view balances, transfer funds, pay

    Check account balances, transfer funds between accounts, and pay bills directly. View transaction history and set spending limits. Receive notifications for account activity and manage security settings remotely.

    ★ 4.2982 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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