Apps Like WealthRoots for iPhone and iPad
Track net worth, monitor assets, consolidate finances
Track real estate values and home equity. Monitor vehicle values and maintenance records. Consolidate financial assets and investments in one place. Calculate net worth and view detailed asset insights. Set reminders for financial goals and expenses.
Ranked alternatives
Showing 461–480 of 1,000 ranked alternatives.
Jadwa Investment
Jadwa Investment
Manage investments and track performance
Manage investments with access to Shariah-compliant asset classes across global markets. View portfolio details, including managed investments and brokerage balances. Set up subscriptions and monitor performance metrics.
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.
FirstIntegrityAgent ONE
PalmAgent Software
Generate buyer estimates and seller net sheets
Calculate closing costs and generate buyer estimates and seller net sheets for real estate transactions. Input property details to compute fees and taxes. Customize email and print templates for client communication.
Stock Position
Peter Kramer
Analyze stock assets and portfolio performance.
The app analyzes NYSE or NASDAQ market price data for stock assets. It displays current prices, graphs historical performance, and calculates financial metrics like beta and CAPM expected return.
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.
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.
RVirat Wealth
RVIRAT WEALTH LLP
Track assets and download portfolio reports
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.
Rickey Advisors
Leonard Rickey Investment Advisors, PLLC
Track investments and financial plan goals.
The app allows users to track investments, access reports, and stay updated on financial plans and goals. Users can view portfolio holdings, account performance, and link outside accounts for a total financial picture.
VPR Finmart
VPR FINMART
Track portfolio, view reports, manage assets
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access portfolio reports, historical performance data, and transaction statements. Download statements for any asset management company.
ProvidenceAgent ONE
Providence Title Company
Generate seller net sheets and buyer estimates
Calculate closing costs and generate seller net sheets and buyer estimates for real estate transactions. Input property details to auto-populate calculations. Access preloaded city/county-specific data for accurate results.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.