Apps Like Secfi Wealth for iPhone and iPad
Secfi Wealth screenshots
Ranked alternatives
Showing 281–300 of 1,000 ranked alternatives.
Vault: Private Wealth
Vault Wealth Limited
Manage assets and track investments
Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.
GWS&A
Global Wealth Strategies & Associates, LLC
View accounts, track balance, contact advisor
View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
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.