Apps Like Dial Square Private Wealth for iPhone and iPad
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
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.
Empathy - Loss Support
THE EMPATHY PROJECT LTD
Create care plans and access
Create a personalized care plan with actionable steps and . Access on-demand assistance from Care Managers for guidance and task help. Collaborate with up to 5 family members to assign tasks, track progress, and share information.
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.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
Nedbank Private Wealth App
Nedbank Limited
Track , view transactions, manage investments
Track personal and banking transactions in one place. View investment portfolios and manage accounts. Log in securely with fingerprint or FaceID. Access real-time transaction history and investment performance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.