Apps Like Old Point Wealth GWAccess for iPhone and iPad
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
Private Client Services
The Capital Group Companies Inc.
Check balances and review assets
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
Morgan Stanley Wealth Mgmt
Morgan Stanley
Manage accounts, access docs, transfer funds, deposit
Manage financial accounts with Touch ID or Face ID access. View balances, activity, holdings, and projected income. Deposit checks, transfer funds, and access account documents. Collaborate with financial advisors securely.
CoinPrice - Bitcoin, ETH Price
Nhung Selly
Track crypto prices and market data
Track cryptocurrency prices in real time with support for over 3000 coins including Bitcoin, Ethereum, Litecoin, and Dogecoin. View market volume, capital, and changes. Monitor ICO and token projects. Manage a portfolio with tracking and market data.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
Mashreq Egypt
Mashreq Bank PSC
Transfer funds, track cards, manage accounts
View account balances and transaction history. Access e-statements for current and savings accounts. Manage multiple accounts in one place. Transfer funds between accounts. Track credit card activity and payments. Set up alerts for transactions.
WorthTracker
Tomer Shalom
Track assets and liabilities
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
CIBC Mobile Wealth
Canadian Imperial Bank of Commerce
Monitor investments and trade on the go.
The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.
Wealth-Builder
Veradix Inc.
Track expenses, invest, build
Track income and expenses with categorized entries. Set financial goals and monitor progress. Schedule automatic savings and investments. Access educational content on building and budgeting. Sync with banking accounts for real-time updates.
GalaxyOne: Wealth & Investing
Fierce Technology, Inc.
Save, invest, and trade securely
Manage finances with high-yield cash accounts offering 3.50% APY. Auto-reinvest interest into bitcoin. Buy, transfer, and trade crypto and U.S. equities without fees. Earn 8.00% premium yield on cash. View account balances and transaction history.
Wealth+ 2
Andrew Little
Track net worth and set financial goals
Track net worth by categorizing assets and liabilities. Input data manually or import from previous records. View charts to monitor financial progress. Set goals and receive alerts for spending patterns.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.