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 261–280 of 1,000 ranked alternatives.
TradeGrub
TradeGrub LLC
Invest in stocks and track your portfolio
Set up investment accounts with free trading courses and limited trades. Access free insights and integrate with popular brokerage accounts and crypto exchanges. Track investments and receive educational resources for beginners.
Quilter
Quilter Business Services Limited
View documents, track transactions, update details, check
Manage financial documents online and view valuations and performance. Check transaction status and update personal details like email and security info. Execute simple instructions, including ISA and Collective Investment Account top-ups.
AIRE Advisors
AIRE Advisors, LLC
View account info, balances, and financial plans
View account balances and asset allocation details. Access financial plans and transaction history. Receive real-time updates and portfolio performance metrics. Manage investments and contact support through in- messaging.
BKM Wealth
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
Equitable Retirement Guide
Equitable Financial Services, LLC
Plan with custom scenarios
Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
Bolero for iPhone
KBC Global Services NV
Track stocks and manage your portfolio
Monitor stock prices and portfolio performance in real time. Track investments across multiple markets. Buy and sell shares, ETFs, bonds, and options. Set up personalized portfolio views and receive market news updates.
Take Profit – Smart AI Trading
Almaz Kamaletdinov
Analyze charts and receive insights
Analyze financial charts with technical indicators and AI-driven signals. Identify entry and exit points using machine learning models. View real-time market data and historical trends. Save time with automated insights and customizable alerts.
Shanta EasyTrade
Shanta Securities Limited
Trade stocks, manage portfolios, track real-time data
Track stock prices in real-time for DSE and CSE. Manage investment portfolios, create and customize watchlists. Execute trades and monitor transaction history. Set price alerts and view market news. Secure login with two-factor authentication.
Compound Interest Calc: Growth
Phan Nhat Đang
Calculate , track , save data
Calculate with customizable inputs. Track investment over time. Save calculation history. View visual charts for annual returns. Simulate different scenarios to plan financial goals.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.