Apps Like Wealthscape℠ for iPhone and iPad
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.
Wealthscape℠ screenshots
Ranked alternatives
Showing 201–220 of 1,000 ranked alternatives.
DLP Bank Mobile Banking
DLP Bank
View balances, pay bills, deposit checks
View account balances and recent transactions. Pay bills or friends, transfer funds, and deposit checks by photo. Turn debit card on/off remotely. Locate branches or ATMs. Contact customer service. Securely access accounts anytime.
Fidelity Token
Fidelity Bank Plc
Verify transactions with your device
Verify transactions by confirming details and entering a One Time Passcode (OTP) sent to your iOS device. Replace hardware tokens with mobile authentication for secure fund transfers, bill payments, and airtime recharges.
Comerica Financial Advisors
Comerica Bank
Access data and insights anytime, anywhere
Track progress by viewing total asset value and account summaries. Check account balances and transaction history. Connect with for personalized advice. Set and monitor goals. Receive notifications and alerts for account activity.
Bernstein Private Wealth
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.
Esquire Bank Mobile Banking
Esquire Bank FSB
Track payments and view balances
Monitor account balances and transaction history 24/7. View pending transactions and check outstanding loan balances. Access check images and send secure messages. Pay bills, transfer funds between accounts, and create or cancel transfers.
MTrade Plus Global
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.
Arta Finance
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.
Dividend Tracker - Plainzer
Plainzer Sp. z o.o.
Track Dividends and Portfolio Performance
Track payouts from stocks, ETFs, and mutual funds in a single dashboard. Analyze income growth over time. Manage multiple portfolios and assess performance. Set reminders for dates. Export data for tax purposes.
BMO Invest
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.
Investia
Industrial Alliance Insurance and Financial Services Inc.
Manage investments and track portfolios
Manage investments with real-time portfolio tracking and performance analysis. View detailed fund information and historical data. Place trades, set up recurring contributions, and access customer support through secure messaging.
MI Educoop
Cooperativa De Ahorro Y Credito De La Asociacion De Maestros De PR:
View accounts, deposit checks, pay friends, transfer
Access account balances and activity. Deposit checks and transfer funds between accounts. Pay friends via P2P and send money to external accounts. View e-statements and locate branches or ATMs. Turn debit card on/off and manage security settings.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.