Apps Like Gridkey for iPhone and iPad
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Ranked alternatives
Showing 521–540 of 1,000 ranked alternatives.
Legacy Wealth Management Group
Legacy Wealth Management Group, Inc
View accounts, track performance, access data
View portfolio performance data across all financial accounts in one place. Track daily and historical performance metrics. Access detailed account information and performance reports. Stay informed on investment activity and market trends.
PurposePath
PurposePath Capital, LLC
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
Milestones2Wealth-Smart Value
Smart Value Equisearch Private Limited
Enroll, invest, and track your portfolio
Enroll in mutual funds, track investments, and view portfolio performance. Set recurring contributions and receive alerts. Access account statements and manage holdings. Sync with financial goals and monitor market trends.
Cornerstone Planning
Cornerstone Planning Group, LLC
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
Impact Pulse
Impact Pulse LLC
Invest in, track, and share portfolios
Track investment performance with real-time data and analytical tools. Set ethical screening criteria and monitor portfolio alignment. Connect with other socially conscious investors in a shared network.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.