Apps Like KFH Wealth for iPhone and iPad
Manage investments and track portfolio performance
Manage investments and monitor portfolio performance. View detailed analytics and market trends. Add, remove, or adjust holdings. Set up recurring contributions and track historical performance.
Ranked alternatives
Showing 141–160 of 1,000 ranked alternatives.
CRVJ Investment Services
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.
SAM Client App
Stansberry Asset Management, LLC
Check performance, review portfolios, track investments
Check investment performance, review portfolio details, and understand asset allocation. Subscribe to NewsFeed, download reports, view past webinars, and contact Customer Relationship Managers.
Arta Finance
Arta Finance Inc.
Invest in assets and track your portfolio
Manage investments with AI-driven insights and personalized financial tools. Access elite investment opportunities and expert networks. Set financial goals, track performance, and adjust portfolios. View transparent pricing and transaction history.
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors LLC
View financial data and manage your portfolio
View financial dashboard for comprehensive overview. Access interactive portfolio reports with real-time investment data. Securely view documents from team. Use budgeting tools to manage expenses.
PlanLink
Spectrum Pension Consultants, Inc.
Enroll, manage, and track investments
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
Wealth Broker: Investing All
HUATONG JIUAN LIMITED
Invest in global assets and manage portfolios
Manage investments with real-time market data and portfolio tracking. Buy and sell stocks, bonds, and funds across global markets. Set up recurring investments and receive customizable alerts. View performance reports and access research tools.
Wealthcube Endeavours
Excel Net Solutions Private Limited
Track assets and manage investments
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download portfolio reports, and access transaction statements. Log in via Google email.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.