Wealth Platform is great, but it's not the only option. Explore 8+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.
This app automates financial services note-taking by recording in-person meetings. It offers one-tap recording, pause/restart functionality, and event list control. Your data is secured with GDPR compliance and ICO certification.
This app provides a comprehensive, real-time overview of your family's aggregated wealth. It allows you to manage portfolios, track property, connect bank accounts, and securely communicate with your wealth manager.
What We Love
🚀 Fantastic app
👍 Outstanding and simple
👍 Hugely impressive
👍 Brilliant app
👍 Defragment your financial life
👍 Feeling empowered
👍 Best digital wealth app
👍 Great personal finance app
👍 Very user friendly
👍 Worth 5 stars
👍 Fantastic
👍 Great app
👍 Great app, fantastic service
Room to Improve
💡 Minor suggestions for sign-up process and messaging function
Access and manage your investment portfolio details online. View account valuations, track asset performance over time, and access important financial documents securely. This app simplifies monitoring your financial holdings and communications.