Apps Like Family Wealth Solutions for iPhone and iPad
View portfolio data and reports
Access portfolio data and view reports and statements. Communicate with the Team. Navigate a simple and elegant interface for financial insights and updates.
Family Wealth Solutions screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Composition Wealth Portal
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
Grand Wealth Management LLC
Grand Wealth Management, LLC
View portfolio data securely
Access portfolio data and manage investments through a secure web interface. View account balances, transaction history, and performance metrics. Receive real-time updates and communicate with financial advisors for account inquiries.
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.
UBS Wealth Management
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.