Apps Like AssetMark Advisor for iPhone and iPad
AssetMark Advisor screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
Snowball Analytics
Snowball Analytics
Track investments and manage portfolios
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
S&P Capital IQ Pro
S&P Global Market Intelligence LLC
Access real-time data and market news
Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
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.
Mint by Investwell
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
Pfund
Putra Aldi Arifin
Track portfolios, analyze assets, optimize investments
Track portfolio performance and analyze profitability with detailed charts and reports. Manage transaction records and classify assets customarily. Set alerts for market changes and optimize investments based on real-time data.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.