投资理财必会 app icon

Apps Like 投资理财必会 for iPhone and iPad

Learn to make money grow.

The app teaches users how to make money grow through investment and financial management. It covers various topics including financial planning, investment strategies, and wealth-building habits for different age groups.

by 世木 林★ 4.52 ratingsFinanceFreeData updated 2026-10-19

投资理财必会 screenshots

Ranked alternatives

Showing 701–720 of 1,000 ranked alternatives.

  1. Wealthcube Endeavours app icon

    Wealthcube Endeavours

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download portfolio reports, and access transaction statements. Log in via Google email.

    ★ 4.86 ratingsFinanceFreeData updated 2026-09-11
  2. BitradeX app icon

    BitradeX

    BITRADEX FINTECH LIMITED

    Manage crypto assets with AI insights

    Manage cryptocurrency portfolios with AI-driven investment strategies. Track assets, set goals, and receive tailored recommendations. Trade using credit card or bank transfer without KYC. Monitor performance and adjust strategies manually.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  3. Modern Exchange - Oman app icon

    Modern Exchange - Oman

    MODERN EXCHANGE COMPANY LLC

    Send money in one step

    Manage financial transactions with a streamlined remittance process. Register quickly in four steps and access account features. Initiate money transfers by selecting beneficiary details and clicking "Remit Now".

    ★ 2.33 ratingsFinanceFreeData updated 2026-09-15
  1. 經濟通 股票強化版TQ (平板) - etnet app icon

    經濟通 股票強化版TQ (平板) - etnet

    ET Net Limited

    Track stock prices and analyze portfolios

    Check real-time stock prices with detailed quotes, charts, and peer comparisons. Monitor investment portfolios and customize watchlists. Access financial news, market analysis, and economic updates.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-09
  2. squirrelRDC app icon

    squirrelRDC

    C.F.S., INC.

    Mobile deposit for FORZA³™ clients.

    The app provides mobile deposit functionality for FORZA³™ clients. It offers this feature without requiring additional time or money from financial institutions.

    ★ 1.04 ratingsFinanceFreeData updated 2026-11-04
  3. Albion Financial Group app icon

    Albion Financial Group

    ALBION MANAGEMENT GROUP, LTD

    View data and manage budgets

    View data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a wealth advisor. Manage budgets and track spending.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  4. Sisprime do Brasil app icon

    Sisprime do Brasil

    SISPRIME DO BRASIL COOPERATIVA DE CREDITO

    Manage accounts, invest, borrow, access financial products

    Manage current account, view balance, and access investment options. Apply for loans and check financial products. Log in with fingerprint or facial recognition. Perform transactions securely. View account details and manage services remotely.

    ★ 3.73 ratingsFinanceFreeData updated 2026-09-10
  5. Ox Road Capital app icon

    Ox Road Capital

    Ox Road Capital LLC

    View portfolio data and manage investments

    Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  6. Composition Wealth Portal app icon

    Composition Wealth Portal

    Composition Wealth, LLC

    View portfolio data securely

    Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-26
  7. BTG Pactual Global app icon

    BTG Pactual Global

    Banco BTG Pactual S.A.

    Track transactions and view investments

    View investment portfolios and account balances. Track transactions and account activities. Access personalized reports and educational content. Consolidate multiple accounts. Perform transfers and monitor investment positions.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  8. Paulson Wealth Mobile app icon

    Paulson Wealth Mobile

    PWM LLC

    View account performance and track financial goals

    View account balances and performance metrics. Access financial goal plans and progress. Receive personalized insights and updates from financial advisors. Adjust investment settings and review portfolio details.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-10
  9. Cresta Advisors app icon

    Cresta Advisors

    Cresta Advisors, LTD.

    View finances, track expenses, secure documents, create

    View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a document vault. Manage budgets and track spending.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-16
  10. Wealth Architects, LLC app icon

    Wealth Architects, LLC

    Wealth Architects, LLC

    View financial data and manage budgets

    View financial overview through an interactive dashboard. Generate dynamic reports with current investment data. Store and share documents securely with a vault. Manage budgets and track spending.

    ★ 4.02 ratingsFinanceFreeData updated 2026-09-18
  11. ZA One app icon

    ZA One

    ZA INTERNATIONAL FINANCIAL SERVICES LIMITED

    Manage funds, track expenses, send payments

    Manage ZA Coin balance and ZA Fam account settings. Track investment funds. Access integrated financial services including ZA Bank, ZA Insure, ZA Invest. View and adjust account details. Perform transactions and monitor financial activities.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  12. Greenwood Gearhart Client App app icon

    Greenwood Gearhart Client App

    Greenwood Gearhart Inc.

    Access portfolio, track performance, review documents

    Access portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .

    ★ 4.04 ratingsFinanceFreeData updated 2026-09-22
  13. Flexi Expense Tracker : Budget app icon

    Flexi Expense Tracker : Budget

    Swetha MB

    Manage money without connecting accounts.

    The app provides financial control without bank connections. It allows users to track expenses, plan budgets, monitor bills, and watch assets grow, all privately and offline.

    ★ 5.02 ratingsFinanceFreeData updated 2026-10-15
  14. EWMglobal app icon

    EWMglobal

    E W M LLC

    View balances, track performance, research investments

    View account balances and performance metrics. Research investment options and manage open events. Access secure deferred compensation accounts with an access code. Track transactions and receive notifications.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-10
  15. myAADEapp app icon

    myAADEapp

    INDEPENDENT AUTHORITY FOR PUBLIC REVENUE

    View tax account, make payments, update IBAN

    View tax accounts and make card payments with instant processing. Update IBAN for tax refunds. Access appointments, sent requests, and received messages. Manage financial information in the myWallet section.

    ★ 4.25 ratingsFinanceFreeData updated 2026-09-06
  16. Bay Point app icon

    Bay Point

    Bay Point Advisors LLC

    Track investments and view account details

    View account statements and track investment progress. Access personal documents and manage account details. Receive notifications for account updates and transaction alerts.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  17. GoldRepublic: Trade Gold app icon

    GoldRepublic: Trade Gold

    GoldRepublic B.V.

    Track prices and metals

    Track , silver, and platinum prices in real time. View market trends and price fluctuations. Place trades and manage portfolios. Set price alerts. Monitor investment performance and historical data.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.