Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
Showing 181–200 of 1,000 ranked alternatives.
True Trading Group, LLC
Track real-time data and place paper trades
Track real-time market data and charts. Place paper trades for stocks, ETFs, options, and futures. Access actionable financial information and practice strategies from a mobile device. Manage account settings and monitor trade history.
Fiduciary Trust Company International
Manage accounts and view balances
View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.
Arta Finance Inc.
Invest in assets and track your portfolio
Manage investments with AI-driven insights and personalized financial tools. Access elite investment opportunities and expert networks. Set financial goals, track performance, and adjust portfolios. View transparent pricing and transaction history.
Bank of Montreal
View accounts, track holdings, manage portfolios
View investment holdings and account details through Portfolio View. Set up custom watchlists to track stocks and market trends. Access accounts using Face ID or Touch ID for secure authentication.
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
Mubasher Financial Services B.S.C C
Trade in real time with alerts
Trade stocks and options with a streamlined interface. View real-time market data and analytics. Set price alerts and receive trading advice. Monitor portfolio performance and track historical data.
Silo Financial LLC
Invest in and ETFs securely
View investment options including , ETFs, government bonds, and indexes. Manage funds with SIPC and FDIC insurance. Access assets stored securely with Interactive Brokers. Track portfolio performance and adjust investments as needed.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.