Apps Like FBG Private Wealth for iPhone and iPad
FBG Private Wealth screenshots
Ranked alternatives
Showing 121–140 of 1,000 ranked alternatives.
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.
Wealth Architects, LLC
Wealth Architects, LLC
View financial data and manage budgets
View financial overview through an interactive dashboard. Generate dynamic reports with current investment data. Store and share documents securely with a vault. Manage budgets and track spending.
IWI Publications
Investment Management Consultants Association
Manage investments and track portfolios
Access financial education resources, including peer-reviewed articles and industry research. Track professional development with certification programs. Stay updated with from award-winning financial industry authors.
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.
Taxatio - Tax Calculator
Jesse Squires
Calculate taxes and estimate annual burden
Estimate federal and state income taxes, self-employment taxes, and quarterly taxes. View tax bracket and effective tax rate. Calculate estimated annual tax liability with detailed breakdowns.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.