Manage over 30 asset classes with AI-powered insights and bank integrations. Organize, analyze, and report on your family's diverse portfolios in one secure platform. Get clear financial visibility and peace of mind.




227+ iOS apps curated and reviewed
1fs Wealth is the household name in 1fs wealth limited, but it's far from the only option. We track 227+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.




Manage over 30 asset classes with AI-powered insights and bank integrations. Organize, analyze, and report on your family's diverse portfolios in one secure platform. Get clear financial visibility and peace of mind.






This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.






This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.


Manage your financial transactions and review your portfolio reports on the go. This app requires login credentials provided by an NJ Wealth Advisors Network Partner.


This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.


Grow your wealth with a comprehensive investment management app. Access multiple investment options, expert insights, and manage all your accounts in one place. Diversify your portfolio across different currencies and product offerings.


Invest in diversified model portfolios of stocks, ETFs, and mutual funds for long-term wealth. Explore thematic investing and receive expert rebalance updates. Track net worth and invest in direct mutual funds and fixed deposits.


This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.


Manage your investments across multiple CIBC accounts in one app. Trade stocks, ETFs, and more, with access to research tools and customizable charts. Automate savings and dividend reinvestment for easier wealth building.


Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.


This app simplifies online investing by offering a single platform for mutual funds, fixed deposits, and stock market investments. It provides tools for financial planning, goal setting, and family accounts, along with smart analytics to help users make informed decisions and grow their wealth.


This app provides a platform for wealth distribution, offering various financial products like mutual funds, company deposits, and portfolio management services. It acts as a distributor for different financial product providers, guiding users through investment decisions.


Access expert financial advice and investment insights from a team with decades of experience managing billions of dollars. Benefit from know-how across asset management, corporate finance, and stock brokerage.


Manage your global finances with real-time insights into your net worth. This app integrates bank accounts, property trackers, and investment portfolios for international investors. Track retirement goals, crypto, and stock portfolios seamlessly.


Manage your investments seamlessly with comprehensive tools and real-time insights. Track portfolios, explore exclusive opportunities, and receive personalized market updates for efficient wealth creation.


Build personalized investment portfolios aligned with your financial goals, such as buying a home or funding education. This app offers expert-built mutual fund baskets and actively monitors your investments to keep them on track.


Open accounts, manage mutual fund investments, and track your portfolio with ease. Secure transactions, convenient payments, and stay updated on fund news and promotions.


This app provides a comprehensive and secure platform to view your personal balance sheet, track recent trades and transactions, and manage your portfolio from anywhere. It intelligently aggregates data from over 20,000 institutions, allowing you to organize expenses and share information with your financial advisors.


Access exclusive private wealth management services and personalized financial guidance. This SEC-registered institution offers expert portfolio management without high minimums, alongside tools to plan life experiences.


Invest in direct mutual funds and NPS without commissions. Automate SIPs, manage withdrawals, and access detailed portfolio analytics. Track your investments and family portfolios with ease.