Apps Like TriGen Wealth for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Vanguard: Save, Invest, Retire
The Vanguard Group, Inc.
Invest, track, and manage your portfolio
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
1Click by Pravin Ratilal
PRAVIN RATILAL SHARE AND STOCK BROKERS LTD
Access demat and ledger reports anytime
View demat holdings and cumulative holdings. Access detailed and summary ledger entries. Check SLBM open positions and contract notes. Retrieve backoffice reports for registered clients. Submit queries or feedback via email.
Mint by Investwell
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
NJ E-Wealth Account
NJ INDIA INVEST PRIVATE LIMITED
Transact and check reports easily.
The app allows users to transact while on the go. Users can check their transactions and portfolio reports.
Polaris Finmart
POLARIS FINMART LLP
Invest in funds and track your portfolio
Track portfolio performance with real-time updates and historical data. View fund details, including returns and risk ratings. Place mutual fund investments, set recurring contributions, and manage existing holdings.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.