Apps Like Ponta Wealth Partners for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
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.
UBS Wealth Management
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
JVL Wealth
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
925 Partners
925 Partners, LLC
Access insurance info anytime
Access insurance information from any device. View account details and manage policy data. Set up a client portal account to retrieve and update account information. Submit service requests and track their status remotely.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.