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 441–460 of 1,000 ranked alternatives.
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.
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.
Peterson Rogers
Maddix Wealth LLC
View account info, check balances, contact advisors
View account details and balances. Contact investment advisory team directly. Access real-time account updates and transaction history. Send inquiries and receive support through in- messaging.
Atlantic Union Bank Wealth
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
EWMglobal
E W M LLC
View balances, track performance, research investments
View account balances and performance metrics. Research investment options and manage open events. Access secure deferred compensation accounts with an access code. Track transactions and receive notifications.
GOAT Broking
Ohm Stock Broker Private Limited
Trade stocks and track market trends
Track stock prices and market trends in real time. Place trades and manage portfolios with zero brokerage fees. Set price alerts and view historical data. Monitor account balances and transaction history. Receive notifications for market updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.