Apps Like Gratus Wealth Advisors Portal for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
SGH Wealth Management
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
CV Advisors
CV ADVISORS LLC
View portfolios, track investments, stay informed
View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.
Equitable Mobile App
Equitable Financial Services, LLC
Manage accounts, view history, access documents
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
Loft Advisors
First Dakota National Bank Inc
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Track spending patterns and receive financial insights.
Investor-Portal
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
TLC Community CU
TLC Community Credit Union
Manage money securely from your device
Manage finances by transferring money between accounts, setting balance alerts, making payments to individuals or businesses, and depositing checks via photo. View account balances and transaction history. Receive notifications for account activity.
KIB Mobile
Kuwait International Bank K.S.C
Manage finances, track expenses, send payments
Manage finances with account overview, transaction history, and balance checks. Transfer funds between accounts, set up recurring payments, and view spending reports. Receive notifications for account activity and card transactions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.