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 461–480 of 1,000 ranked alternatives.
iCapital,LLC
iCapital, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages to your financial advisor. Request account changes or document downloads.
Premier Path Wealth Partners
PREMIER PATH WEALTH PARTNERS, LLC
View portfolio data and track investments
View portfolio data and financial information through an intuitive interface. Monitor account balances, holdings, and investment performance. Track account activity and interact with the team for support.
Premier Bank NE Online Banking
PREMIER BANK
Manage bank accounts on the go.
The app provides account information, balance viewing, bill payment, and check deposits. It offers a simple and secure mobile banking experience.
RPWA
Rise Private Wealth Advisors LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send secure messages and access transaction history. Manage account settings and notifications.
Paragon Advisor
Paragon Advisors, LLC
View portfolio values and contact your
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.