Apps tagged with 'wealth-management' Page 2 of 2

All apps in Apps tagged with 'wealth-management' category. Use the filters below to narrow down your search. 
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  1. Manalyx icon
     Like

    Manalyx is a complete wealth dashboard that gives you a neutral overview of all your assets in one place. Track stocks, ETFs, crypto, real estate, precious metals, watches and banking accounts – without recommendations or predictions, just clear data visualization.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Software as a Service (SaaS)
    Get a complete overview of your bank accounts and assets. See your exact net worth at a glance.
    Track all your investments in one place. Crypto, stocks and real estate visualized in a clean analytics dashboard no switching between apps.
    Understand what your portfolio really means. Monitor performance, returns and asset allocation across all categories in real time.
    +1
    Your entire wealth in one dashboard. Manage crypto, stocks, real estate, precious metals, watches and more simple, clear, and always accessible.
    22 alternatives
  2. Rosecut icon
     1 like

    Rosecut is your financial planning partner and investment manager that helps you achieve your long-term life goals. We offer access to financial knowledge and tools to help you grow your wealth.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    • iPhone
    • iPad
    • Software as a Service (SaaS)
    Rosecut screenshot 1
    Rosecut screenshot 1
    Rosecut screenshot 2
    +7
    Rosecut screenshot 3
  3. Klaris icon
     Like

    Klaris brings together your complete financial picture, investments, spending, goals, and an AI assistant that actually knows your money, and solves the problem of tying your daily-financial habits with long-term investment outcomes.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Klaris screenshot 1
    Klaris screenshot 1
    Klaris screenshot 2
    +3
    Klaris screenshot 3
    4 alternatives
  4. OpenHedgeFund icon
     4 likes

    OpenHedgeFund’s mission is to provide the best portfolio strategies, to the crowd by the crowd.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    Fund overview zoomed
    assets allocation
    create from a template
    +3
    homepage
    5 alternatives
  5. Strabo icon
     Like

    Strabo is clarity in one click: a holistic overview of your bank accounts, investment accounts, crypto, pensions, real estate and alternatives across different countries, collated into one dashboard with seamless FX and forward-looking portfolio analytics.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Mac
    • Windows
    • Online
    • Software as a Service (SaaS)
    Strabo screenshot 1
    15 alternatives
  6. FutureVault helps financial services companies save significant time and money by improving the way head office, advisors, and clients manage information and documents together in a secure, compliant, and easy-to-use Digital Vault.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    FutureVault screenshot 1
    1 alternatives
  7. WealthERP icon
     Like

    A cloud-based wealth management platform that helps financial advisors and planners manage investments, track portfolios, and provide client insights with back-office support and a mobile app.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    • Android
    • Software as a Service (SaaS)
    Android Application
    Login Page
    Client Page
  8. Swalance icon
     Like

    Net worth tracker for multi-asset portfolios. Stocks, real estate, alternatives, cashflow projections.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Investment portfolio tracking across multiple accounts and brokers
    Real estate assets with performance metrics and map view
    Income and spending overview with categorized transactions
    9 alternatives
  9. Replace that pesky spreadsheet with this personal finance platform with portfolio tracking, expense tracking, 13+ financial calculators, and personalized insights. Track stocks, crypto, real estate, pensions, create goals and more with real-time price updates and multi-currency support.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    MyFinanceTools screenshot 1
    MyFinanceTools screenshot 1
    MyFinanceTools screenshot 2
    +2
    MyFinanceTools screenshot 3
    25 alternatives
  10. TradeGyani is a social trading platform connecting smart investors with novice investors. A novice investor can see and copy the portfolios of the smart investors through their platform with a click of a button.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
    37 alternatives