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 241–260 of 1,000 ranked alternatives.
BrightPlan
BrightPlan LLC
Track goals, plan budgets, manage finances
Manage finances with personalized planning, goal tracking, and budgeting tools. Set financial goals and receive tailored guidance. Access educational resources like articles and live sessions.
Arlington State Bank
ARLINGTON STATE BANK (INC)
Pay bills, deposit checks, track balances, transfer
View account balances and recent transactions. Pay bills or friends, deposit checks, and transfer funds. Locate branches or ATMs. Contact customer service. Share the with others. Securely access accounts anytime.
SEI Connect - Investor
SEI Investments Management Corporation
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Tradesk: Trade & Invest
Tradesk Technology, Inc.
Analyze portfolios and uncover opportunities
Analyze portfolio allocation and performance with AI insights. View real-time market impacts from news. Compare stocks against peers and sectors. Execute trades based on AI-driven insights.
AiDEMoney
Crimson Trading LLC
Send money securely to Africa
Send money from the U.S. to Cameroon, Ethiopia, Ghana, Kenya, and Nigeria. Transfer via debit card or ACH bank account. Choose payout methods like bank deposit, mobile money, or cash pickup. Access exchange rates with no hidden fees.
Insiderwave
Insiderwave inc.
Copy trades from top investors
Track stock trades of influential investors in real time. View purchase details and performance metrics. Copy trades with a few taps. Receive alerts on top investor activity. Analyze trade history and performance trends.
GuideStone
GuideStone Financial Resources
Track investments and view account details
Access investment overview and account details. View retirement plans and investment holdings. Track market performance and receive updates on account changes. Manage insurance policies and review coverage options.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.