Apps Like INDATA iPM for iPhone and iPad
INDATA iPM screenshots
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
Composition Wealth Portal
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
Lake City Bank Wealth Access
Lake City Bank
Track balances, view trades, and check holdings
View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.
Fiducient Advisors
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
Family Wealth Solutions
Family Wealth Solutions, LLC
View portfolio data and reports
Access portfolio data and view reports and statements. Communicate with the Team. Navigate a simple and elegant interface for financial insights and updates.
YacDaddy
YacDaddy Inc
Manage projects, track revenue, share photos
Track project progress with photo documentation and customer details. Share project images with clients for transparency. Automatically post updates to social media and website to promote services and generate leads.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.