Apps Like AssetFlow for iPhone and iPad
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
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.
Atlantic Union Bank Wealth
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
Tickr: Generate Passive Income
ORYX AI INFORMATION TECHNOLOGY - FZCO
Track assets, manage investments, and grow wealth
Track investments with real-time market data and detailed insights on stocks and ETFs. Monitor portfolio performance through customizable charts and analytics. Set alerts for price changes and manage assets across multiple accounts.
WealthRoots
Phoenix Digital, LLC
Track net worth, monitor assets, consolidate finances
Track real estate values and home equity. Monitor vehicle values and maintenance records. Consolidate financial assets and investments in one place. Calculate net worth and view detailed asset insights. Set reminders for financial goals and expenses.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.