Apps Like MyWLTH for iPhone and iPad
MyWLTH screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
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 .
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.
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.
Halfmore: Roth IRA for Child
Halfmore, Inc.
Save money, grow wealth, compound interest
Parents can open custodial IRAs for children aged 7 to 17 using everyday household tasks as earned income. Contributions grow tax-free with compound interest.
AInvest: Stock Market Tracker
Ainvest Fintech, Inc.
Sync accounts and trade stocks
Sync accounts to manage portfolios. Analyze trades and evaluate performance. Receive AI-driven insights for investment decisions. Execute trades and monitor market trends in real time. Set and track financial goals with personalized recommendations.
Liscio PRO
Liscio, Inc
Send secure messages and sign documents
Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.