WealthRoots app icon

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.

by Phoenix Digital, LLC★ 5.012 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 701–720 of 1,000 ranked alternatives.

  1. Signify Wealth app icon

    Signify Wealth

    Signify Wealth LLC

    View accounts and track net worth

    View account details and track net worth in a single interface. Monitor spending habits and set financial goals. Receive alerts for account activity and transaction history.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  1. DP TradeKING - MF app icon

    DP TradeKING - MF

    DP TRADE KING PRIVATE LIMITED

    Track portfolio, manage assets, view reports

    Manage and monitor investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports, view historical performance, and access transaction statements.

    ★ 4.33 ratingsFinanceFreeData updated 2026-10-15
  2. CertisTitleAgent ONE app icon

    CertisTitleAgent ONE

    Certis Title & Closings, LLC

    Generate seller net sheets and buyer estimates

    Manage real estate closing costs with preloaded city/county calculations. Generate seller net sheets and buyer estimates quickly. Access advanced features with a premium subscription for enhanced tools and customization.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06
  3. MANUVISHNUFINSERVE app icon

    MANUVISHNUFINSERVE

    MANUVISHNU FINSERVE LLP

    Manage mutual funds, equity shares, bonds,

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in with Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  4. PA Wealth app icon

    PA Wealth

    PA WEALTH PRIVATE LIMITED

    Track assets, view reports, manage investments

    Manage and monitor financial portfolio with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  5. TwinCityAgent ONE app icon

    TwinCityAgent ONE

    PalmAgent Software

    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 receive instant calculations. Access preloaded city/county-specific data for accurate results.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-08
  6. WesternAgent ONE app icon

    WesternAgent ONE

    PalmAgent Software

    Generate seller net sheets and buyer estimates

    Calculate closing costs and generate seller net sheets and buyer estimates for real estate transactions. Access preloaded city/county specific data and industry standard calculations. Export documents and share with clients.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-08
  7. PattApp ONE app icon

    PattApp ONE

    PATTEN TITLE COMPANY, INC

    Generate seller net sheets and buyer estimates

    Calculate closing costs and generate seller net sheets and buyer estimates for real estate transactions. Access preloaded city/county specific data and industry-standard calculations. View detailed breakdowns and export reports.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06
  8. AEGISLandAgent ONE app icon

    AEGISLandAgent ONE

    AEGIS Land Title Group, LLC

    Generate seller net sheets and buyer estimates

    Calculate closing costs and generate seller net sheets and buyer estimates for real estate transactions. Access preloaded city/county-specific data and customize calculations. Export documents and share with clients directly.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06

How we rank alternatives

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