Apps Like SC&H Wealth for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.




alooola
Glen Eagle Advisors, LLC
Invest in portfolios with expert guidance
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.




Compounder
James Bevins
Calculate interest, track growth, plan goals
Calculate compound interest to track savings, investments, or retirement growth. Input initial amount, monthly contributions, and annual rate. View projected balances over time. Adjust variables to explore different scenarios.


Equitable Mobile App
Equitable Financial Services, LLC
Manage accounts, view history, access documents
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.




SGH Wealth Management
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.



How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.