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 641–660 of 1,000 ranked alternatives.
Heritage Pension Advisors
Schwab Retirement Technologies Inc.
Manage your account remotely
Manage account with enrollment, balance checks, and investment tracking. Forecast retirement income and adjust contributions. Submit documents via secure uploads. Choose investments and rebalance.
MCWS Client App
McKinley Carter Wealth Services, Inc
Check portfolio balance and track performance
Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.
Chart Ai Assistant
ABD Corporate L.L.C-FZ
Analyze charts with AI insights
Analyze trading charts using AI by uploading screenshots or photos. Identify market trends, structure, liquidity zones, order blocks, and fair value gaps. Evaluate indicators and predict future movements with trade setups.
Profitable - Portfolio Tracker
Alberto Gaspar Martin
Track stocks, view performance, manage
Track stock portfolios in real-time with detailed stock information including current price, daily changes, and overall performance. Set investment goals, receive market updates, and analyze historical data to support informed decision-making.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.