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 81–100 of 1,000 ranked alternatives.
Mezzi Wealth
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
Centex Citizens Credit Union
Centex Citizens Credit Union Inc
Check balances, view history, transfer funds, pay
Check account balances and view transaction history. Transfer funds between accounts. Pay bills directly. Access secure banking features anytime, anywhere.
Sturdy Savings Mobile Banking
Sturdy Savings Bank
Check balance, track history, transfer funds, pay
Check account balances and view transaction history. Transfer funds between accounts and pay bills. Locate nearby ATMs and branches. Contact customer support directly. Access the bank’s website for deposit rate information.
CoreFirst Bank Mobile App
CoreFirst Bank & Trust
Manage accounts, check balances, transfer funds
Manage accounts and finances through real-time balance checks, transaction history viewing, and pending transaction tracking. Initiate fund transfers, send secure messages, and locate nearby branches.
First Northern Mobile Banking
First Northern Bank of Dixon
View balances, transfer funds, find branches
View account balances and recent transactions. Transfer funds between accounts. Locate branches and surcharge-free ATMs. Access from Apple iOS devices. Requires active online account.
cfsAnywhere mobile app
Cfsbank
Access accounts, transfer funds, view statements
Check account balances and view transaction history. Transfer funds between accounts and pay bills. Locate nearby branches and ATMs. Access Online Banking credentials for secure logins. Perform banking tasks remotely from any location.
Chubb Mobile
CHUBB INA HOLDINGS INC
View insurance docs, report claims, access support
View digital auto ID cards, access accident support tools, report claims in one step, view agent contact info, and find answers to common questions within the .
CoinPrice - Bitcoin, ETH Price
Nhung Selly
Track crypto prices and market data
Track cryptocurrency prices in real time with support for over 3000 coins including Bitcoin, Ethereum, Litecoin, and Dogecoin. View market volume, capital, and changes. Monitor ICO and token projects. Manage a portfolio with tracking and market data.
First National Bank Pierre
First National Bank SD-MN
Transfer money, pay bills, check balances, find
Access account balances, transfer funds between accounts, pay bills, locate ATMs and branches, and view recent transactions. Enroll through PC Express home internet banking to use the .
SFFCU App
San Francisco Federal Credit Union
View balances, track transactions, pay bills, deposit
View account balances, transactions, and check images. Access statements and pay bills. Deposit checks and transfer funds. Set account and security alerts. Find nearby branch and ATM locations. Use biometric access on compatible devices.
BenefitsForYou
CMFG LIFE INSURANCE COMPANY
Track retirement accounts anytime
Monitor retirement accounts with 24/7 access. View 401k and other savings plans from a single account. Use RetireOnTarget to plan retirement income. Track current and projected retirement income levels. Set and adjust retirement income goals.
Mid-Atlantic FCU
Mid-Atlantic Federal Credit Union
Transfer funds and send messages
Access account balances, transfer funds, and send secure messages. View eStatements and choose themes or languages. Start a banking session on one device and finish it on another. Use same login credentials as Home Banking.
Webull Tablet-Advanced Trading
Webull Technologies Pte. Ltd.
Trade stocks, ETFs, and options with zero
Trade stocks, ETFs, and options with zero commission. Open brokerage and IRA accounts without minimum deposits. Invest in individual stocks or ETFs starting at $5. Set up recurring investments aligned with market benchmarks.
Bloom: AI for Investing
Bloom Investing LLC
Get instant portfolio analysis and guidance
Get expert guidance on your portfolio by asking questions and uploading screenshots for instant analysis. Identify market trends and understand how they affect your investments.
5paisa: Demat, Stocks & IPO
5paisa Capital Limited
Trade stocks, track portfolios, manage investments
Open Demat accounts with a paperless process in under 5 minutes. Place trades with flat brokerage rates. Track portfolio performance and set investment goals. Receive real-time market data and alerts. Manage transactions and view trade history.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.