Affluent Partners app icon

Apps Like Affluent Partners for iPhone and iPad

by DIPS IMAGINATION PRIVATE LIMITED★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Wealthcube Endeavours app icon

    Wealthcube Endeavours

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download portfolio reports, and access transaction statements. Log in via Google email.

    ★ 4.86 ratingsFinanceFreeData updated 2026-09-11
  2. FinDarts app icon

    FinDarts

    FINDARTS FINSERV PRIVATE LIMITED

    Track assets and download reports

    Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access complete portfolio reports, view historical performance, and download transaction statements. Log in with Google email.

    ★ 4.06 ratingsFinanceFreeData updated 2026-09-06
  3. SBIMF InvestEasy app icon

    SBIMF InvestEasy

    SBI Funds Management Limited

    Track portfolio, manage SIPs, save transactions, view

    Track portfolio performance and receive insights. Monitor SIP/SWP/STP plans in one section. Save transactions in a cart for later. View all SBI Mutual Fund schemes. Add multiple accounts to a single user ID.

    ★ 4.85 ratingsFinanceFreeData updated 2026-09-06
  1. Finomatic app icon

    Finomatic

    FINOMATIC FINTECH SERVICES PRIVATE LIMITED

    Track assets and manage your portfolio

    Manage and monitor your financial portfolio with real-time updates on mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  2. CRVJ Investment Services app icon

    CRVJ Investment Services

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  3. Shree MF app icon

    Shree MF

    LAKSHMI SHREE INVESTMENT AND SECURITIES LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. Mintbox Advisory app icon

    Mintbox Advisory

    MINTBOX ADVISORY LLP

    Track assets and view portfolio reports

    Manage financial portfolio with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-12
  5. Devashish app icon

    Devashish

    DEVASHISH SECURITIES PRIVATE LIMITED

    Track assets and manage your portfolio

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, track historical performance, and generate transaction statements.

    ★ 4.85 ratingsFinanceFreeData updated 2026-09-06
  6. Banconus app icon

    Banconus

    BANCONUS FINSERV PRIVATE LIMITED

    Manage mutual funds, equity shares, bonds,

    Track investment performance with historical data and portfolio reports. View transaction statements for any period. Download one-click account statements for Indian asset management companies.

    ★ 4.65 ratingsFinanceFreeData updated 2026-09-06
  7. OPULENCE WEALTH app icon

    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.

    ★ 4.24 ratingsFinanceFreeData updated 2026-09-06
  8. PENTAGRAPH app icon

    PENTAGRAPH

    PENTAGRAPH PARTNERS

    View portfolio, track investments, manage assets

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, track historical performance, download transaction statements, and access one-click account statements.

    ★ 4.04 ratingsFinanceFreeData updated 2026-09-06
  9. Sapient Finserv app icon

    Sapient Finserv

    Sapient Finserv Private Limited

    Manage mutual funds, equity shares, bonds, fixed

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-10
  10. Vista Wealth Care app icon

    Vista Wealth Care

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-10
  11. Enrichwise Premium Wealth App app icon

    Enrichwise Premium Wealth App

    Enrichwise Consultancy Services Private Ltd

    Manage mutual funds, equity shares, bonds,

    Manage and track investments in mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  12. Insynch Wealth app icon

    Insynch Wealth

    Insynch LLP

    Track portfolio assets and reports

    Manage financial portfolio with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in via Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  13. Holistic Money app icon

    Holistic Money

    HOLISTIC FINANCIAL SERVICES PRIVATE LIMITED

    Manage mutual funds, equity shares, bonds,

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download portfolio reports, view historical performance, and access transaction statements. Log in via Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.