Apps Like IVC Wealth for iPhone and iPad
IVC Wealth screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
NDVR Wealth
NDVR INC
Manage portfolios and track performance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
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.
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.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
Dominion Wealth
Dominion Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Access real-time transaction history and send secure messages for support.
ENZI Wealth
ENZI WEALTH LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.