Apps Like AstaGuru Prive for iPhone and iPad
Ranked alternatives
Showing 221–240 of 1,000 ranked alternatives.
SSI iBoard Pro
SSI Securities Corporation
Trade stocks and manage portfolios
Track stock prices and market trends in real time. Buy and sell stocks, bonds, and mutual funds. View portfolio performance and transaction history. Set price alerts and manage multiple accounts. Sync with brokerage accounts for order execution.
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.
CircleBlack Investor
Circleblack Inc.
Track finances, view accounts, manage investments
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
DecisionPoint Financial
DecisionPoint Financial, LLC
Track expenses, view reports, manage investments, secure
View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.
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.