Apps Like JG Wealth Management for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
UBS Wealth Management
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
Chase Mobile®: Bank & Invest
JPMorgan Chase Bank, NA
Track income, spend, and credit score
Manage accounts with activity tracking for checking, savings, credit cards, and loans. Deposit checks via photo. Send and receive money using Zelle. Schedule credit card payments. Monitor credit score and track income and expenses.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
NFSG 360
NFSG Corporation
Track investments and view market trends
Track investment performance with real-time portfolio updates and market trend analysis. Receive personalized financial insights and news. Access expert analysis and connect with advisors for tailored guidance.
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.
PFG Private Wealth
PFG Private Wealth Management, LLC
Access your portfolio and financial plan anytime
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
Victory Wealth Management LLC
Victory Wealth Management, LLC
Access accounts, track market data, contact advisor
Access financial accounts and view market or portfolio activity in real time. Contact advisors directly. Monitor investment performance and track transaction history. Receive alerts for account changes and market updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.