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 381–400 of 1,000 ranked alternatives.
American Century Investments
AMERICAN CENTURY COMPANIES, INC.
Track and manage accounts
Monitor investment portfolios with real-time market updates and news. View performance charts and historical data. Set custom alerts for price changes and market events. Manage mutual fund and retirement plan accounts.
Crystal Ball Markets MT7
Crystal Ball Markets LLC
Trade currencies, commodities, and stocks
Trade financial instruments including currencies, commodities, metals, stocks, indices, cryptocurrencies, and options. Place market and limit orders, set stop-loss and take-profit levels.
Tradr AI - Trading Bot
Opie Platforms, Inc.
Trade stocks with AI insights
Provide real-time stock analysis and market trend insights using AI models. View charts and patterns to inform decisions. Access educational content on stocks and market signals. Set alerts for price changes and market events.
ADMIS Nexus
ADM Investor Services Inc
Access real-time accounts and reports
Access real-time account information and reports. View statements and market commentary. Send and receive encrypted messages and files. Customize dashboards to display preferred reports and data.
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.
Hechosa Crypto
Serkan MOVCA
Track prices and market trends
Track cryptocurrency prices with live market overviews and watchlist updates. Explore price movements and identify key trends. Access a learning library on custody and compliance. Use a scenario planner for illustrative price range analysis.
Santander Private Banking Int
Banco Santander International
Manage accounts, review performance, transfer funds securely
Manage accounts with real-time access to balances and transaction history. Review performance and activity reports. Initiate secure transfers between accounts and internationally. Digitally sign multiple documents simultaneously.
DST Vision
DST Systems, Inc.
Access client information on the go.
The app provides mobile access to client account information for financial intermediaries. Users can view their book of business, search for clients, and access real-time account details and transaction history.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.