Apps Like Wealth Focus for iPhone and iPad
Wealth Focus screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
SGH Wealth Management
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
Hoxton Wealth
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Zedcrest Wealth
Zedcrest Investment Managers Limited
Save and invest with rewards
Save money with flexible savings options, withdraw at any time, and earn competitive interest rates. Set specific savings goals, automate contributions via linked card, and track progress. Earn rewards on all savings and investment activities.
CircleBlack Investor
Circleblack Inc.
Track finances, view accounts, manage investments
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Wealth eOffice
RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED
View portfolios, track goals, calculate investments
View investment portfolios and reports. Access financial calculators and goal tracking tools. Review performance metrics and receive advisor-generated insights. Manage investment goals and track progress over time.
alooola
Glen Eagle Advisors, LLC
Invest in portfolios with expert guidance
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.
Range Finance, Inc.
Range Finance, Inc.
Track accounts, investments, and goals
Track income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.