TriGen Wealth app icon

Apps Like TriGen Wealth for iPhone and iPad

by Prime Trigen Wealth Limited★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 81–100 of 1,000 ranked alternatives.

  1. SBI MF Partner app icon

    SBI MF Partner

    SBI Funds Management Limited

    Manage mutual fund accounts and client connections

    Manage Mutual Fund accounts with transaction tracking and business operations. View client portfolios, process investments, and monitor fund performance. Receive real-time updates and access detailed reports.

    ★ 4.911 ratingsFinanceFreeData updated 2026-09-11
  2. Vista Wealth Care app icon

    Vista Wealth Care

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Manage financial assets with 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.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-10
  3. ValU Wealth Care app icon

    ValU Wealth Care

    Excel Net Solutions Private Limited

    Track assets and download reports

    Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access portfolio reports, view historical performance, and download transaction statements.

    ★ 4.33 ratingsFinanceFreeData updated 2026-09-06
  4. Care Wealth app icon

    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.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-12
  5. AUTUS WEALTH app icon

    AUTUS WEALTH

    AUTUS WEALTH PRIVATE LIMITED

    Track investments and download portfolio reports

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  6. MANAVI WEALTH app icon

    MANAVI WEALTH

    MANAVI WEALTH PRIVATE LIMITED

    Track assets, view reports, manage investments

    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.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  7. RVirat Wealth app icon

    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.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-06
  8. Investwell app icon

    Investwell

    Excel Net Solutions Private Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-11
  9. 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
  10. PrimeGold MFD app icon

    PrimeGold MFD

    PRIME GOLD Mutual Fund Distributors Private Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-13
  11. Enrichwise Premium Wealth App app icon

    Enrichwise Premium Wealth App

    Enrichwise Consultancy Services Private Ltd

    Manage mutual funds, equity shares, bonds,

    Manage and track investments in 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.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  12. Bernstein Private Wealth app icon

    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.

    ★ 4.258 ratingsFinanceFreeData updated 2026-09-12

How we rank alternatives

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