Apps Like Wealth Platform for iPhone and iPad
Wealth Platform screenshots
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
CircleBlack Investor
Circleblack Inc.
Track finances, view accounts, manage investments
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
Atlantic Union Bank Wealth
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
BKM Wealth
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
Spark Money
SPARK ADVISORY PTY LTD
Track expenses, manage budgets, view accounts
Track income and expenses with categorized entries. Set budgets and receive alerts when limits are approached. View spending patterns and savings progress. Import bank transactions and link accounts for real-time updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.