Apps Like Wealth Platform for iPhone and iPad
Wealth Platform screenshots
Ranked alternatives
Showing 681–700 of 1,000 ranked alternatives.
Keenai Wealth
LC ADROIT VANTAGE PRIVATE LIMITED
Track investments, manage portfolios, discover opportunities
Track investment performance and manage portfolios across 45+ global markets. Monitor equities, ETFs, hedge funds, bonds, and structured products. Access curated opportunities and view detailed portfolio breakdowns.
Lake City Bank Wealth Access
Lake City Bank
Track balances, view trades, and check holdings
View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.
The Edge Markets
The Edge Communications Sdn Bhd
Track portfolios, analyze data, stay informed
Access real-time financial news from regional and global sources. Track stock prices, analyze market trends, and view portfolio performance. Receive daily stock recommendations and use built-in tools for data-driven decision making.
DISHAFI
DISHA FINANCE AND INVESTMENTS PRIVATE LIMITED
Manage mutual funds, equity shares, and bonds
Manage and monitor financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Generate portfolio reports, view historical performance, and access transaction statements.
Polaris Finmart
POLARIS FINMART LLP
Invest in funds and track your portfolio
Track portfolio performance with real-time updates and historical data. View fund details, including returns and risk ratings. Place mutual fund investments, set recurring contributions, and manage existing holdings.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.