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

Private Wealth. Uncomplicated

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.

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Uncomplicated by ARWL

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Advisor X By REDVision

MFD's Trusted Brand

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

This AI-powered platform helps financial advisors manage client portfolios, execute mutual fund transactions, and generate insightful reports. It offers tools for portfolio analysis, fund research, and goal tracking, all accessible through a productive dashboard.

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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 plans. Easily track your portfolio and withdraw funds instantly. Start your investment journey with as little as ₹100.

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Rewards, Recognition & Perks

Benefitwise

(0)

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

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One stop Financial Solution

StockHolding

Invest in Mutual Funds and NPSPay Demat account billsIPO and Fixed Deposit updates

Manage, monitor, and invest in various financial products and services from a single platform. Track your personal portfolio, stay updated on IPOs and fixed deposits, and find nearby branches. It offers a comprehensive solution for your financial needs.

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IDFC FIRST Bank Digital Rupee

Digital Rupee - India's CBDC

Access India's Central Bank Digital CurrencySecure banking servicesSIM and device binding

This app allows IDFC FIRST Bank customers to securely access and manage India's Central Bank Digital Currency (CBDC). It offers a safe and convenient way to use digital legal tender, with robust security features like SIM and device binding.

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