Apps Like VIDA Private Wealth for iPhone and iPad
VIDA Private Wealth screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Rhame & Gorrell Wealth
Rhame & Gorrell Wealth Management, LLC
View financial data and manage budgets
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisors. Manage budgets and track spending. Set financial goals and monitor progress.
True Wealth Design
True Wealth Design, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access documents from financial advisors in a secure vault. Manage budgets and track spending. Set financial goals and receive alerts.
Truepoint Wealth Counsel
TRUEPOINT WEALTH COUNSEL, LLC
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Manage budgets and securely store documents. Track spending and receive alerts for account activity.
TFO Wealth
TDC Companies Inc.
Track expenses, view reports, secure documents, budget
View financial overview through an interactive dashboard. Generate dynamic reports with current investment details. Manage budgets and securely store documents. Track expenses and income. Receive alerts for account activity.
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.
WealthView
Tamarac Inc.
View finances, chat with advisor, track expenses,
View financial data through an interactive dashboard. Access dynamic reports with current investment details. Store documents securely in a vault. Use budgeting tools to manage expenses. Communicate with a financial advisor within the .
Kingsbridge Wealth Management
Kingsbridge Wealth Management, Inc
Track expenses, view reports, secure documents, budget
View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a vault. Access budgeting tools and additional financial features.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.