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.
Strategence Capital
Strategence Capital, LLC
View portfolio, track performance, access financial info
View portfolio details, including positions and performance. Add external retirement plans. Access contact information and website links. Retrieve financial data and manage account overview.
OFA Partner
FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED
Track expenses, manage budgets, grow business
Track business performance with an asset-wise dashboard. View client investment portfolios. Initiate online mutual fund transactions. Manage client data and business operations remotely. Send and receive documents securely.
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.