Ascent Wealth Strategies app icon

Apps Like Ascent Wealth Strategies for iPhone and iPad

by Ascent Wealth Strategies, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Ascent Wealth Strategies screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  7. MyMerrill app icon

    MyMerrill

    Merrill Lynch

    Manage investments and banking accounts easily.

    The app allows Merrill clients to manage investment accounts, deposit checks, transfer money, and access market research. Users can view brokerage and linked external accounts, access statements, and receive customizable alerts.

    ★ 4.7128,734 ratingsFinanceFreeData updated 2026-09-17
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  8. UBS Wealth Management app icon

    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.

    ★ 4.864,633 ratingsFinanceFreeData updated 2026-09-09
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  9. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,608 ratingsFinanceFreeData updated 2026-09-22
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  14. Rhame & Gorrell Wealth app icon

    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.

    ★ 4.89 ratingsFinanceFreeData updated 2026-09-15
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  15. EFE app icon

    EFE

    Edelman Financial Engines, LLC

    Track accounts and view progress

    View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.

    ★ 4.67,564 ratingsFinanceFreeData updated 2026-09-11
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  17. True Wealth Design app icon

    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.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-22
    App details

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.