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 281–300 of 1,000 ranked alternatives.
First PREMIER Bank Trust
First PREMIER Bank
View portfolio balances securely
View portfolio balances and account summaries on the go. Access investment information securely. Check holdings in dollars or percentages. Track performance metrics. Manage allocations and account details.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
Skipton Building Society
SKIPTON BUILDING SOCIETY
Access accounts, send messages, secure login
Login with fingerprint, face, or PIN. Send and receive secure messages. Access secure passcode for online use. View account balance, interest details, and transaction history. Pay into nominated accounts if allowed.
Fountainhead
Fountainhead Capital Management, LLC
View holdings, track portfolio, analyze investments, access
View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.
SSB Bank PGH Biz
Slovak Savings Bank
View accounts, transfer funds, locate branches, contact
View account balances and activity. Transfer funds via ACH or wire. Locate branches or ATMs. Contact customer service. Access accounts securely anytime, anywhere.
TT Exchange - Buy BTC & ETH
TTX Fintech Inc.
Trade cryptocurrencies securely and instantly
Trade cryptocurrencies with spot market orders for over 50 assets. Monitor real-time price data and market trends. View order history and transaction details. Set price alerts and manage wallet balances. Securely store and transfer digital assets.
Gatewood Wealth Solutions
Gatewood Wealth Solutions, LLC
Manage finances and track investments
Access financial plans, investment performance, and cash flow data anytime. View detailed reports, track expenses, and set financial goals. Receive alerts for account activity and securely manage investments.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.