Apps Like AMCOM Wealth for iPhone and iPad
AMCOM Wealth screenshots
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
Hohimer Wealth
Hohimer Wealth Management LLC
View portfolio, generate reports, store documents
View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Crestwood Advisors
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
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.
NRP Portfolio Manager
New Republic Partners, Inc.
View data and reports
Access data and performance reports for specific time frames, asset classes, and accounts. View detailed account information and track investment performance through a simple interface. Requires authorization as a client of New Republic Partners.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.