Apps Like DieTidy for iPhone and iPad
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
Plante Moran Wealth
PMFA INC
Access portfolios, view reports, manage investments
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
WealthTrunk: Net Worth Tracker
Christopher Scott Schultz
Track net and generate reports
Track net and organize accounts by family member. Monitor wealth growth over time and generate professional reports. Project financial future and share updates securely. Add accounts and family members to create a personalized financial overview.
WILLPORT
WILLPORTtrust LLC
Send money, gift, and connect securely
Send and receive money through secure, verified transactions. Make one-time or recurring payments. Transfer funds between accounts. Track financial activity and manage personal budgets. Share and receive personalized gifts.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
alooola
Glen Eagle Advisors, LLC
Invest in portfolios with expert guidance
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.