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
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Wealthscape℠ screenshots

Ranked alternatives

Showing 361–380 of 1,000 ranked alternatives.

  1. Auric Capital app icon

    Auric Capital

    Auric Capital Partners LLC

    Manage client portfolios and communications

    Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06
    App details
  3. Gatewood Wealth Solutions app icon

    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.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-21
    App details
  1. TORY Inventory Capital Tracker app icon

    TORY Inventory Capital Tracker

    Tory, LLC

    Catalog, curate, and share your possessions

    Organize and track personal belongings with detailed categorization and tagging. Create lists, add notes and photos. Generate reports and set reminders for maintenance or appraisal. Sync across devices and share with trusted contacts.

    ★ 5.07 ratingsLifestyleFreeData updated 2026-09-06
    App details
  2. Mesirow app icon

    Mesirow

    Mesirow Financial Administrative Corporation

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details
  3. CCB Biz app icon

    CCB Biz

    Cattaraugus County Bank

    ★ 5.014 ratingsFinanceFreeData updated 2026-09-20
    App details
  13. ICD Portal app icon

    ICD Portal

    INSTITUTIONAL CASH DISTRIBUTORS TECHNOLOGY, LLC

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
    App details
  14. Flatwater Bank Mobile app icon

    Flatwater Bank Mobile

    Flatwater Bank

    View balances, transfer funds, locate branches, contact

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

    ★ 4.114 ratingsFinanceFreeData updated 2026-09-08
    App details

How we rank alternatives

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