Apps Like Centel Wealth for iPhone and iPad
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
MissionForward
MISSION WEALTH MANAGEMENT, LLC
Access tools, stay informed, manage wealth
View curated newsfeed, blog posts, newsletters, and podcasts with a single click. Attend scheduled Zoom calls with your team and financial advisor. Access wealth management tools and market trend content. Stay updated on financial planning topics.
Willow Wealth
Willow Wealth Inc.
Invest in real estate and private equity
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
SC China
Standard Chartered
Manage accounts, view balances, and send money
Access account balances, transfer funds, and manage accounts. View product details and campaign banners before logging in. Receive alerts and perform online bank transfers. Lock accounts and set up account alerts remotely.
DBS digibank - wealth
DBS Bank Ltd
Invest, plan, and bank securely
Manage finances with investment tools, budgeting features, and payment tracking. Set reminders for bills and payments. Access account insights and use smart shortcuts for quick transactions. Monitor spending and plan expenses within the .
Pinnacle Wealth
Pinnacle Wealth Planning Services, Inc
Access financial data and investment plans
View account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
Hoxton Wealth
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.