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 581–600 of 1,000 ranked alternatives.
Param Investments
PARAM INVESTMENTS MF SERVICES LLP
Track portfolio, manage assets, view reports
Track and manage financial assets including 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.
WeDiligent
Excel Net Solutions Private Limited
Track assets and manage your portfolio
Manage and monitor financial assets including 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.
Tally Up
Erik Bogaerts
Track expenses, set goals, plan budgets
Track and manage assets such as home, savings, and investments. Set financial goals and monitor progress. Receive alerts for account activity. Generate reports and analyze spending patterns. Sync data across devices.
Fundscart
FINDOM CAPITAL PRIVATE LIMITED
Track assets, manage funds, view 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 with one click. Log in using Google email.
CharterAgent 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 receive accurate calculations. Customize email and print templates for client communication.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.