Apps Like Madison Partners for iPhone and iPad
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Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.


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.


Qapital: The Money Saving App
Qapital, LLC
Save , invest, and budget automatically
Set savings goals and automatically transfer funds. Track spending patterns and receive insights. Adjust budgets and monitor progress over time. Link accounts to manage across multiple platforms.

Wealth eOffice
RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED
View portfolios, track goals, calculate investments
View investment portfolios and reports. Access financial calculators and goal tracking tools. Review performance metrics and receive advisor-generated insights. Manage investment goals and track progress over time.


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.







Cedar Point Capital Partners
Cedar Point Capital Partners, LLC
View financial data and reports
View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.



How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.