Apps Like Novi Wealth Partners Portal for iPhone and iPad
Novi Wealth Partners Portal screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
PFG Private Wealth
PFG Private Wealth Management, LLC
Access your portfolio and financial plan anytime
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
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.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
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.
Pinnacle Wealth
Pinnacle Wealth Planning Services, Inc
Access financial data and investment plans
View account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.