Apps Like Patrimonial Wealth for iPhone and iPad
Patrimonial Wealth screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
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.
Wealth Wielders
WEALTH WIELDERS SERVICES PRIVATE LIMITED
Invest in funds and track your portfolio
Manage mutual fund investments with real-time portfolio tracking and performance analysis. Set investment goals and receive alerts for market changes. View detailed fund information and compare returns. Schedule and execute transactions directly.
LPL Account View
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
BIP ClientCare
BIP Technology, LLC
View portfolio, track assets, receive insights
View asset performance data, access portfolio details, and receive personalized insights. Track investments, set reminders, and communicate with financial advisors. Receive notifications and update account information securely.
Hoxton Wealth
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Wealth Broker: Investing All
HUATONG JIUAN LIMITED
Invest in global assets and manage portfolios
Manage investments with real-time market data and portfolio tracking. Buy and sell stocks, bonds, and funds across global markets. Set up recurring investments and receive customizable alerts. View performance reports and access research tools.
Robinhood Wallet: Swap Crypto
Robinhood Markets Inc
Manage , buy, store, and assets
Manage and transfer cryptocurrencies with . View portfolio balances, send and receive digital assets, and tokens. Store private keys securely. Access transaction history and set up custom alerts.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.