Apps Like EinsteinPortal for iPhone and iPad
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Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
Evelyn Partners Mobile
Evelyn Partners Group Limited
Manage investments, view portfolio values, track performance
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.
AMEYA
Bajaj Capital Insurance Broking Limited
Track investments and manage portfolios
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company.
Zen Money Mutual
ZEN SECURITIES LIMITED
Manage funds, equity shares, bonds, and more
Manage financial assets including funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using a Google email.
Asset Pro
Proxy Digital, LLC
Track assets, protect wealth, build net worth
Track and review all assets including properties, vehicles, and personal valuables. Monitor net worth changes and set goals for growth. Optimize insurance coverage and receive alerts for policy updates.
Paragon Advisor
Paragon Advisors, LLC
View portfolio values and contact your
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
Symphonia Wealth
SYMPHONIA WEALTH PRIVATE LIMITED
Track assets and manage your portfolio
View portfolio performance and download complete reports with all assets. Track mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access transaction statements for any period. Log in using Google email.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
FinDarts
FINDARTS FINSERV PRIVATE LIMITED
Track assets and download reports
Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access complete portfolio reports, view historical performance, and download transaction statements. Log in with Google email.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.