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.
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.
TMGMLABS Markets
Trademx Market Global Pty Ltd
Trade real-time quotes and manage portfolios
Track and manage trading positions with real-time quotes and portfolio analysis. Execute trades using multiple order types. Access charts, indicators, and instrument data. Monitor market movements and adjust strategies on-the-go.
Xtrade - Online Trading
XTRADE EUROPE LTD
Trade anytime anywhere with Xtrade
The app provides a mobile trading experience for financial instruments. Users can open and manage positions, check balances, and set orders.
Gesa Commercial Banking
Gesa Credit Union
View accounts, pay bills, deposit checks
View account balances, transactions, and check images. Access statements and pay bills. Deposit checks and transfer funds. Set account and security alerts. Locate nearby branches and ATMs. Use biometric access on compatible devices.
Alliance Wealth
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Halfmore: Roth IRA for Child
Halfmore, Inc.
Save money, grow wealth, compound interest
Parents can open custodial IRAs for children aged 7 to 17 using everyday household tasks as earned income. Contributions grow tax-free with compound interest.
Clear1
CFS INSURANCE & TECHNOLOGY SERVICES LLC
Access investments and manage accounts
Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.