Best MODERN WEALTH alternatives: apps like MODERN WEALTH

0.0(0 ratings)

Free

Blackpearl Securities by RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED

Strong Contender

0.0(0 ratings)

Free

Blueleaf Advisor by Blueleaf Wealth, Inc

Simplify your practice

Worth Considering

3.0(2 ratings)

Free

This app provides wealth management advisors with mobile access to client information, account balances, and investment performance. It allows for quick searching and bookmarking of clients to streamline practice management on the go.

More apps like MODERN WEALTH

by Complete Circle Consultants Private Limited

My First Crore

Complete portfolio reportingHistorical performance trackingOnline mutual fund investment

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and generate detailed reports. Invest online and utilize various financial calculators.

(1)

by Dynamic Equities Private Limited

Value Stocks

Invest like GurusStock fundamentals & valuation analysisAdvanced stock screener

Empower your investment decisions with researched stock lists, trend indicators, and advanced screeners. This app provides quality knowledge and customized stock recommendations based on your risk appetite, aiming to make you your own financial analyst.

free with in-app purchases

(3)

by Silverton Mortgage Specialists, Inc

Silverton Mortgage

Loan information and status updatesPush notification reminders for key datesInitiate chat with realtor/loan officer

This app facilitates seamless communication between mortgage customers, realtors, and loan officers. It provides loan status updates, document uploads, and access to essential loan documents, streamlining the mortgage process.

(670)

by FINOMATIC FINTECH SERVICES PRIVATE LIMITED

Finomatic

Complete portfolio reportingHistorical performance trackingOnline investment in mutual funds

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track historical performance, download statements, and invest online. Includes calculators for retirement, SIP, and EMI.

(5)

by Financial Horizons Credit Union

Financial Horizons CU

Check account balancesTransfer fundsPay bills

Access your credit union accounts conveniently from your mobile device. Easily check balances, transfer funds, pay bills, and deposit checks securely.

free with in-app purchases

(498)

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

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