Wealthscape℠ app icon

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.

by National Financial Services LLC★ 4.82,852 ratingsFinanceFreeData updated 2026-09-11

Wealthscape℠ screenshots

Ranked alternatives

Showing 361–380 of 1,000 ranked alternatives.

  1. Trade SG app icon

    Trade SG

    Maybank Securities Pte Ltd

    Trade markets anytime anywhere on mobile.

    The app allows users to monitor trades, manage watchlists, and execute online transactions. It provides charting tools and market insights for analysis across multiple markets.

    ★ 3.02 ratingsFinanceFreeData updated 2026-09-15
  2. Prevail IWA app icon

    Prevail IWA

    Prevail Innovative Wealth Advisors, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  1. iBroker app icon

    iBroker

    iBroker Global Markets SV, SA

    ★ 4.25 ratingsFinanceFreeData updated 2026-09-08
  2. RPOA NetX™ app icon

    RPOA NetX™

    MMWKM ADVISORS, LLC

    Access accounts, view balances, track orders

    View account balances, holdings, and activity in real time. Access trade confirmations, tax statements, and account statements. Place orders and check order status. Receive secure alerts and manage account settings remotely.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. Plante Moran Wealth app icon

    Plante Moran Wealth

    PMFA INC

    Access portfolios, view reports, manage investments

    View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.

    ★ 4.68 ratingsFinanceFreeData updated 2026-09-17
  4. Santander Digital Wealth app icon

    Santander Digital Wealth

    Banco Santander International

    Invest in funds and manage your portfolio

    Manage investments, view account balances, and track portfolio performance. Set up recurring contributions and monitor transaction history. Access educational resources and receive market insights.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-06
  5. Texas Republic Bank app icon

    Texas Republic Bank

    Texas Republic Bank

    View balances, track activity, transfer funds, locate

    View account balances and transaction history. Transfer funds between accounts. Locate nearby branches. Contact customer service via phone. Share the with others. Access secure account information.

    ★ 4.17 ratingsFinanceFreeData updated 2026-09-08
  6. ActPad app icon

    ActPad

    ACT TRADER TECHNOLOGIES LTD

    Trade Forex, CFDs, and Futures

    Access trading accounts, view open positions, and place trades on Forex, CFDs, Futures, and ETFs. Monitor account balances and activity in real time. Sync trades between iPad and desktop. View live charts and manage orders.

    ★ 2.65 ratingsFinanceFreeData updated 2026-09-08
  7. StoneX Trader app icon

    StoneX Trader

    StoneX Group Inc.

    Place trades, view charts, track markets

    View real-time market data and charts. Trade stocks, ETFs, and options with quick order placement. Access streaming level 1 quotes and financial news. Monitor market trends and receive actionable insights for informed trading decisions.

    ★ 4.47 ratingsBusinessFreeData updated 2026-09-06
  8. Greyspace app icon

    Greyspace

    Greyspace Financial LLC

    View reports, load receipts, schedule meetings

    View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  9. AmeriNat app icon

    AmeriNat

    Amerinational Community Services Llc

    ★ 4.37 ratingsFinanceFreeData updated 2026-09-06
  10. Warburton app icon

    Warburton

    Warburton Capital Management, LLC

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  11. WRFA, LLC app icon

    WRFA, LLC

    WebsterRogers Financial Advisors, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.