Apps Like Affluent Partners for iPhone and iPad
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
ValU Wealth Care
Excel Net Solutions Private Limited
Track assets and download reports
Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access portfolio reports, view historical performance, and download transaction statements.
Davinote Partners
DaviNote Corp
Create events, manage tasks, track progress
Create and manage business profiles, add services, and customize offerings. Set up promotions, deals, and reward systems with DaviCoins. Track client reviews and social visibility. Manage appointments and client data. Generate reports and analytics.
DISHAFI
DISHA FINANCE AND INVESTMENTS PRIVATE LIMITED
Manage mutual funds, equity shares, and bonds
Manage and monitor financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Generate portfolio reports, view historical performance, and access transaction statements.
Vijay InvestEdge
Excel Net Solutions Private Limited
Track investments and manage portfolio assets
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.
Care Wealth
CARE WEALTH
Track assets and manage your portfolio
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.
SJ Investment
Excel Net Solutions Private Limited
Track portfolio, view reports, manage investments
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
Elite Kuber
ELITE WEALTH LTD.
Manage mutual funds, equity shares, bonds,
Manage and track financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.
Finowlish
FINOWLISH PRIVATE LIMITED
Track investments and manage assets
Manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
MF - Bonanza
Bonanza Portfolio Limited
Track portfolio, view reports, manage investments
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance history and generate complete portfolio reports.
Y S Capital
Y S CAPITAL
Track investments and manage portfolio assets
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.
Enhance Money
EMG FINANCIAL PRIVATE LIMITED
Track investments and manage portfolio assets
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.