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 .
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 301–320 of 1,000 ranked alternatives.
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.
Rental Calculator BallparkDeal
BallparkDeal, LLC
Calculate income and expenses
Calculate monthly financing costs by selecting down payment, interest rate, amortization, and principal and interest. Analyze single-family, multi-family, and investment properties. View income, expenses, and projected ROI in one interface.
Hershey State Bank
HERSHEY STATE BANK
View balances, transfer funds, and track activity
View account balances and transaction history. Transfer funds between accounts. Enable or disable cards remotely. Find branch locations and contact client service. Access secure account information without additional fees.
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.
American Momentum Bank Mobile
American Momentum Bank
Access accounts anytime, anywhere, securely.
The app allows users to view account balances, activity, and history. Users can also deposit checks, pay bills, transfer funds, and send secure messages.
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.
Versailles S&L
Versailles Savings & Loan Company
Pay bills and view account balances
Pay bills and transfer funds between accounts. Set text alerts for account activity. Deposit checks via photo. View balances, transactions, and monthly statements. Locate branches or ATMs. Contact customer service. Securely access accounts anytime.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.