9+ similar apps compared and reviewed
Whether you want more options like Safra Invest or a completely different take on the same concept, our curated list of 9+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.
This app allows autonomous agents to monitor client positions and transactions in real-time. It provides tools for security tokens, account selection, market positions, and transaction history for enhanced client service.
This app provides XP Investimentos financial advisors with essential tools to manage client portfolios, execute trades, and stay informed about client activities. It offers consolidated views of client assets, order submission capabilities, and timely notifications for efficient daily operations.
This app streamlines the process of selling life insurance for brokers. It offers client management, policy quoting and contracting, and commission tracking, all through a user-friendly interface. Designed to simplify insurance sales and support families in protecting their futures.
This tool empowers independent bankers to manage sales, clients, and personal store configurations. Quickly create and share product links for clients or social media, and track sales progress in real-time. Access client lists to offer additional products and generate new revenue.
This app provides real-time market data and trading tools for Brazilian financial markets. It offers advanced charting, order management, and a simulator to test strategies on the go. Access is granted with a Tryd license.
Access real-time macroeconomic publications from Itaú. Stay informed with economic series and forecasts for Brazil, Latin America, and the world. Download and share past reports and access the database.
Access real-time financial and business information to make informed decisions. Get exclusive news, market quotes, and in-depth company analysis. Stay ahead with critical insights for finance and business professionals.
