This app helps mutual fund distributors manage their business operations efficiently. It provides access to business analytics, client data, and marketing resources to boost productivity and client servicing.
0.0(0 ratings)
Free
Best apps like Centigo Wealth
10+ similar apps compared and reviewed
4.5 avg rating
10 free apps
Updated July 2026
Whether you want more options like Centigo Wealth or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.
Top Alternatives to Centigo Wealth
ZFunds Advisor by ZFUNDS DISTRIBUTION PRIVATE LIMITED
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Kotak Business Hub by Kotak Mahindra AMC Ltd
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NirmalBang Backoffice
NirmalBang Securities Pvt Ltd
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Access your trading account to monitor your Indian Equity, Derivatives, Commodities, and Currency markets. View financial statements, client snapshots, and manage payment requests and contract notes.
Track Indian Equity, Derivatives, Commodities, Currency marketsView financial statementsClient snapshot
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Nippon India Business Easy 2.0
by Nippon Life India Asset Management Limited
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This app streamlines mutual fund business operations for financial partners. It offers features like quick login, instant transactions, client engagement tools, and investor insights to enhance user experience and business growth.
Easy 4-digit MPIN loginFast 'App in App' experienceInstant, click-based transactions
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Morningstar for Advisors
by Morningstar, Inc.
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This app digitizes client portfolio information for financial advisors, allowing them to capture, crop, and create portfolio scenarios. It provides access to client accounts and market insights on the go, enhancing advisor efficiency and client connection.
Digitize portfolio informationCapture and crop financial statementsCreate portfolio scenarios
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eInvest
Edelweiss Mutual Fund
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My Money - Track your expenses
Manage all your money
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Easily manage your income and expenses with intuitive tools for recording transactions, visualizing spending habits through charts, and customizing categories. Keep your financial data organized and accessible across devices with cloud synchronization.
Simple income and expense recordingVisual financial summaries and graphsCustomizable spending categories
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Vista Wealth Care
by Excel Net Solutions Private Limited
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Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and generate detailed reports. Invest online and stay informed about your financial goals.
Complete portfolio reportingHistorical performance trackingOnline investment in mutual funds
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ZFunds
by ZFUNDS DISTRIBUTION PRIVATE LIMITED
Free
Manage your investments, including mutual funds and fixed deposits, all in one secure app. Get personalized advice from top financial distributors and track your family's wealth. Receive updates and support conveniently.
Mutual fund portfolio reviewInstant fixed deposit bookingFamily-wide wealth management
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free with in-app purchases