Apps Like Phertyl Wealth Management for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
UBS Wealth Management
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
GS PWM
Goldman Sachs
View portfolio, contact team, track insights
View portfolio details including market value, investment performance, and recent activity. Access account balances and transaction history. Contact the financial team directly. Receive market insights and updates.
Simply Budget - easy budgeting
Brandon Wood
Track spending, create envelopes, record transactions
Create envelopes for categories like groceries or dining. Enter starting amounts for each envelope. Record expenses as they occur. Track spending without linking to bank accounts. Manage budgets securely within the .
Value Research
Value Research India Private Limited
Choose mutual funds and track your investments
And compare mutual funds based on financial goals. Access data, analysis, and ratings for all mutual funds in India. Learn about investing through articles and guides on funds, stocks, insurance, NPS, and tax-saving options.
IRIS | Spark Capital PWM
SPARK FAMILY OFFICE AND INVESTMENT ADVISORS INDIA PRIVATE LIMITED
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.