Apps Like IDA Wealth for iPhone and iPad
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
Warren Street Wealth Advisors
Warren Street Wealth Advisors, LLC
View performance, track holdings, access statements
View investment performance, holdings, and statements. Access account details securely. Set up alerts for transactions. Receive regular performance updates. Manage investment portfolios remotely.
MB&T Wealth
Montecito Bank & Trust
View portfolio details and performance data
View portfolio performance and account details. Access transaction history and investment summaries. Receive alerts for account activity. Manage account settings and contact support through the .
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.
KFH Wealth
KFH Capital Investment Company ( K.S.C.C )
Manage investments and track portfolio performance
Manage investments and monitor portfolio performance. View detailed analytics and market trends. Add, remove, or adjust holdings. Set up recurring contributions and track historical performance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.