WealthBar Alternatives
WealthBar
WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using time-tested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. You will also work directly with your own personal financial advisor to develop a personal financial plan and get advice on everything from optimizing your RRSP and TFSA contributions, to minimizing taxes on your non registered savings.
The WealthBar app allows clients:
- Communicate with your financial advisor and the WealthBar team whenever you need
- Monitor and track your investment's performance in real time
- View your portfolio and asset allocation
- Review transactions on your account
Best WealthBar Alternatives
Lets compare the best apps like WealthBar, shall we? We've picked out some really great programs for your platform. Check them out!
Betterment
CommercialWebiPhoneIt's smart investing made easy. Betterment puts a personal investment account in your hands by blending the simplicity of an online bank account with the higher...
Wealthfront
CommercialWebAndroidiPhoneHave you invested the right way? Portfolio Review will analyze your current investment portfolio. It provides data-driven, actionable recommendations to improve...
Features:
- Investment
- Online banking
- Portfolio tracking
Unifimoney
FreeiPhoneAndroid TabletiPadThe refreshingly new way to manage your money, make your money work for you not the bank.
Grain - Invest with Friends
FreeiPhoneGrain is stock investment for a new generation, offering a social way to interact with the market to discover and share investment ideas. Post questions, comments...
Features:
- Investment
- Social network
SoFi
CommercialWebEasy Investing For Smart People. Modern investment management. Powered by technology, guided by experts.
Features:
- Investment
- Portfolio
- Portfolio tracking
- Trading
XchangeWiser
CommercialWebSelf-HostedSoftware as a Service (SaaS)XchangeWiser is time saver for investors, calculates risks, book value, market value, volatility, races many AI predictive algorithms and suggests you best move for...
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