Apps Like Wallet Wealth for iPhone and iPad
Wallet Wealth screenshots
Ranked alternatives
Showing 141–160 of 1,000 ranked alternatives.
JM Finn
J.M. FINN & CO.LTD
Protect and nurture wealth across generations.
The app provides swift and secure access to portfolio information. It offers storage for account documentation and a secure messaging function to connect with an investment manager.
PlanMode: Retirement Planner
Sawhney Systems, Inc.
Plan your finances and track expenses
Plan and analyze personal finances with tools for retirement forecasting, Social Security decisions, and investment strategies. Calculate retirement readiness, compare housing options, and assess IRA conversions.
BIP ClientCare
BIP Technology, LLC
View portfolio, track assets, receive insights
View asset performance data, access portfolio details, and receive personalized insights. Track investments, set reminders, and communicate with financial advisors. Receive notifications and update account information securely.
SSI iBoard Pro
SSI Securities Corporation
Trade stocks and manage portfolios
Track stock prices and market trends in real time. Buy and sell stocks, bonds, and mutual funds. View portfolio performance and transaction history. Set price alerts and manage multiple accounts. Sync with brokerage accounts for order execution.
BNN Bloomberg: Finance, Stocks
Bell Media Inc.
Track stock prices and market trends
Access real-time stock market data for Canadian, American, and global markets. View market analysis, track portfolio performance, and receive updates on industry trends and key financial indicators. Set alerts for price changes and news updates.
PFG Private Wealth
PFG Private Wealth Management, LLC
Access your portfolio and financial plan anytime
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
Warren Street Wealth Advisors
Warren Street Wealth Advisors, LLC
View performance, track holdings, access statements
View investment performance, holdings, and statements. Access account details securely. Set up alerts for transactions. Receive regular performance updates. Manage investment portfolios remotely.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.