Curated apps similar to Keebeck Wealth Management, ranked by relevance and user ratings.
Track , funds, and currencies in real
Peeksoft LLC
Finance
Track stock portfolios with performance metrics including realized and unrealized gains, daily and total changes, and annualized gains. View pie charts for allocation. Manage multiple portfolios across different stock markets.
Track portfolio value and asset allocation
Robert W. Baird & Co.
Finance
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Nedbank Limited
Finance
“Meet the new digital face of Nedbank Private Wealth. Our clients now have access to a distinctive, easy-to-use app for keeping track of personal wealth, banking transactions and investments.
Beeblesoft Ltd
FinanceTrack your net worth easily and anonymously with unlimited assets and portfolios, automatic stock, ETF & crypto price updates, dividend tracker, retirement planner and more. • Manual update of your bank accounts, credit cards, mortgage, real estate. • Automatic tracking of your stock, crypto and...
Arkadiusz Szczepkowicz
FinanceTrack, Analyze, and Benchmark Your Investments with a Powerful Portfolio Tracker: Finance Bay. Stay on top of your finances with a comprehensive Portfolio Tracker designed to consolidate and streamline your investment management.
Wealthica Financial Technology Inc.
FinanceTrack all your investments with Wealthica Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. This allows you to see all your investments and banking transactions in one place and get an unbiased view of your wealth.
Industrial Alliance Insurance and Financial Services Inc.
FinanceSecurely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go! Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime.
SGH Wealth Management, LLC
FinanceSGH Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture.
Circleblack Inc.
FinanceCircleBlack – Know your wealth, live your life! CircleBlack gives you more time to live your life by making it easier to keep track of all your wealth while providing you with the information you need to know at your fingertips.
Tamarac Inc.
FinanceSee your complete financial picture and interact with your financial advisor using WealthView.
Parqet Fintech GmbH
FinancePORTFOLIO PERFORMANCE TRACKER Track your wealth and portfolio performance in real time. ALL YOUR ASSETS IN ONE PLACE Supports all your assets, favorite brokers, and banks. • Easy import for the most popular banks and exchanges (over 50 brokers supported) • 100,000+ stocks, ETFs, and other...
Fairhaven Wealth Management, LLC
FinanceMyFairhaven is the smart way to track and manage your account information, balances and easily contact your advisor.
PFG Private Wealth Management, LLC
FinancePFG Private Wealth Management Stay in control of your financial world—anytime, anywhere. The PFG WealthLink App is your personal wealth companion, giving you instant access to your portfolio, financial plan, and advisor support—all in a secure, easy-to-use platform.
SageSpring Wealth Partners, LLC
FinanceView your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.
Joh. Berenberg Gossler & Co. KG
FinanceWe are acting today to shape tomorrow. Berenberg is strategically investing in digital services, new investment solutions and future technologies.
Alliance Wealth Advisors, LLC
FinanceYour Alliance Client Portal can help with: -Monitoring your personal balance sheet -View your investment accounts managed by Alliance -Store, share, and send key documents with our team of advisors -Link external accounts by using our account aggregation tool
KFH Capital Investment Company ( K.S.C.C )
FinanceTake control of your financial future with the KFH Wealth app, your ultimate investment management solution.
Sanderson Wealth Management LLC
FinanceThe Sanderson Wealth Management Client Portal is your centralized, secure access point for financial visibility and collaboration. Designed to support high-net-worth individuals and families, the portal brings together household and account balances, performance data, and asset allocation insights...
Windsor Wealth Management, Inc.
FinanceWith this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.
BKM Wealth Management, LLC
FinanceBKM Wealth Management's mobile app allows clients anytime access to their finances. You can easily view the most important parts of your financial life. Connect and view your accounts for an organized view of your complete financial picture.
App information from Apple App Store. Keebeck Wealth Management and related trademarks belong to Keebeck Partners, LLC.