Best WeDiligent alternatives: apps like WeDiligent

0.0(0 ratings)

Free

Wise Turtle by Wise Turtle Finserv LLP

Strong Contender

5.0(2 ratings)

Free

Manage your complete financial portfolio, including mutual funds, equity shares, bonds, and insurance. Track historical performance, download reports, and invest online. Includes tools like retirement and SIP calculators.

Bonanza Connect by Bonanza Portfolio Ltd

Bonanza Portfolio Limited

Worth Considering

5.0(1 ratings)

Free

This app allows registered branches to connect with the back office to track accounts in Indian Equity, Derivatives, Commodities, and Currency markets. It provides access to financial statements, live obligations, and portfolio returns.

More apps like WeDiligent

OLD BRIDGE MUTUAL FUND

OldBridge

Quick, easy, and secure accessConsolidated portfolio viewEfficient transaction capabilities

Manage your mutual fund investments with a simplified interface and enhanced digital experience. This app offers quick, easy, and secure access to view your consolidated portfolio, transact efficiently, and access essential services like downloading statements and tracking NAV.

Private Wealth. Uncomplicated

Uncomplicated by ARWL

Advisor X By REDVision

MFD's Trusted Brand

AI-powered multi-asset managementMutual fund transaction placementWhatsApp report generation

This platform empowers financial advisors with AI-driven tools for managing client portfolios. It facilitates mutual fund transactions, generates instant reports via WhatsApp, and provides in-depth portfolio analysis. Advisors can also access research tools and track client financial goals.

by Bonanza Portfolio Limited

MF - Bonanza

Complete portfolio reportingHistorical performance trackingOnline investment in mutual funds

Manage your entire financial portfolio in one place, tracking mutual funds, stocks, bonds, and more. Access detailed reports, invest online, and utilize helpful financial calculators for retirement, SIPs, and EMIs.

(2)

SIP in Gold, FD & Mutual Funds

Fello: Best SIP App

SIP in Digital GoldHigh-Yield Fixed DepositsMutual Fund SIPs

Invest in digital gold, fixed deposits, and mutual funds with automated savings and goal-based planning. Track your portfolio in real-time and enjoy instant withdrawals. Start your investment journey with as little as ₹100.

(2)

Rewards, Recognition & Perks

Benefitwise

Income Tax Filing by TaxBuddy

Save money during IT Filing

Live tax expert advice100% accuracy guaranteedSecure data handling

This app helps individuals and SMEs file income tax and GST returns with expert guidance. It offers tax planning, notice compliance, and secure data handling to ensure accuracy and potential tax savings.

free with in-app purchases

(7)