FBG Private Wealth app icon

Apps Like FBG Private Wealth for iPhone and iPad

by Fiduciary Benefits Group, Inc.★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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FBG Private Wealth screenshots

Ranked alternatives

Showing 381–400 of 1,000 ranked alternatives.

  1. Marmo Financial Group app icon

    Marmo Financial Group

    Marmo Financial Group, LLC.

    View data and manage budgets

    View data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track spending.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
    App details
  3. Team Hewins, LLC app icon

    Team Hewins, LLC

    Team Hewins, LLC

    Track expenses, budget, and secure documents

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
    App details
  1. Arbor Capital Management app icon

    Arbor Capital Management

    Arbor Capital Management, Inc.

    View financial data and manage budgets

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track spending.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
    App details
  2. Bragg Client Portal app icon

    Bragg Client Portal

    Bragg Financial Advisors, Inc.

    Track expenses, budget, and secure documents

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely via a document vault. Access budgeting tools and additional financial features.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
    App details
  4. Kohmann Bosshard Client Portal app icon

    Kohmann Bosshard Client Portal

    Kohmann Bosshard Financial Services LLC

    Track expenses, view reports, secure documents, manage

    View financial data through an interactive dashboard. Access dynamic reports with real-time investment details. Securely view documents from financial advisors. Manage budgets and track spending.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
    App details
  5. Cedar Point Capital Partners app icon

    Cedar Point Capital Partners

    Cedar Point Capital Partners, LLC

    View financial data and reports

    View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
    App details
  11. Compounding Calculator app icon

    Compounding Calculator

    Jon Jones

    Calculate investment returns and track growth

    Calculate potential investment returns by inputting principal, interest rate, and time. Adjust for frequency and withdrawal amounts. View detailed growth projections and historical return data over time.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details
  15. LC Wealth app icon

    LC Wealth

    LADCO CREST WEALTH MANGAEMENT SERVICES LLP

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-13
    App details
  17. VR WEALTH app icon

    VR WEALTH

    VR WEALTH ADVISORS PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

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