Apps Like Secfi Wealth for iPhone and iPad
Secfi Wealth screenshots
Ranked alternatives
Showing 501–520 of 1,000 ranked alternatives.
Legacy Wealth Management Group
Legacy Wealth Management Group, Inc
View accounts, track performance, access data
View portfolio performance data across all financial accounts in one place. Track daily and historical performance metrics. Access detailed account information and performance reports. Stay informed on investment activity and market trends.
Divvi Wealth
Divvi Wealth Management, LLC
View account details, collaborate, stay connected
View account details, access portfolio information, and track financial goals. Communicate with financial advisors, receive updates on investments, and review performance reports. Set reminders for financial milestones and adjust investment settings.
Paragon Advisor
Paragon Advisors, LLC
View portfolio values and contact your
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
NDVR Wealth
NDVR INC
Manage portfolios and track performance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
PA Wealth
PA WEALTH PRIVATE LIMITED
Track assets, view reports, manage investments
Manage and monitor financial portfolio with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.