Apps Like Wealth Wizard for iPhone and iPad
Wealth Wizard screenshots
Ranked alternatives
Showing 101–120 of 1,000 ranked alternatives.
Hohimer Wealth
Hohimer Wealth Management LLC
View portfolio, generate reports, store documents
View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.
MD Wealth
MD Wealth Management, LLC
Access accounts, view reports, manage investments
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
Divvi Wealth
Divvi Wealth Management, LLC
View account details, collaborate, stay connected
View account details, access portfolio information, and track financial goals. Communicate with financial advisors, receive updates on investments, and review performance reports. Set reminders for financial milestones and adjust investment settings.
OPULENCE WEALTH
OPULENCE WEALTH LABS PRIVATE LIMITED
Track assets and manage investments
Manage and track financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports. View historical performance data. Access transaction statements for any period.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.