Wealthscape℠ app icon

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.

by National Financial Services LLC★ 4.82,852 ratingsFinanceFreeData updated 2026-09-11

Wealthscape℠ screenshots

Ranked alternatives

Showing 121–140 of 1,000 ranked alternatives.

  1. Citibank IPB SG app icon

    Citibank IPB SG

    Citibank Singapore Ltd

    Send money, view balances, and manage accounts

    View account balances and transaction history. Manage transfers and payments. Access customer support and account settings. Use biometric login for secure access. Navigate with a personalized layout.

    ★ 4.8431 ratingsFinanceFreeData updated 2026-09-08
  2. Schwab Advisor Center® Mobile app icon

    Schwab Advisor Center® Mobile

    The Charles Schwab Corporation

    Manage client accounts from anywhere easily.

    The app allows independent investment advisors to manage client accounts remotely. Advisors can access account balances, positions, and history, and deposit checks using mobile deposit.

    ★ 2.543 ratingsFinanceFreeData updated 2026-09-30
  1. Private Client Services app icon

    Private Client Services

    The Capital Group Companies Inc.

    Check balances and review assets

    Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.

    ★ 4.111 ratingsFinanceFreeData updated 2026-10-01
  2. myMERS app icon

    myMERS

    Alerus Financial Corporation

    Check balances and view performance graphs

    Check account balances and investment performance. Receive alerts and view contribution history. Download statements and monitor loan data. Access personal rates of return and investment information securely. Log in using existing credentials.

    ★ 4.2173 ratingsFinanceFreeData updated 2026-09-06
  3. Fidelity Digibanking app icon

    Fidelity Digibanking

    fidelity bank & trust international limited

    Manage accounts, send money, track expenses

    Manage finances with account access and transaction tracking. Set real-time notifications for activity. Make bill payments and send money. Search for nearby branch and ATM locations. View account details and manage payments.

    ★ 4.269 ratingsFinanceFreeData updated 2026-09-14
  4. FNBM Consumer Banking app icon

    FNBM Consumer Banking

    FIRST NATIONAL BANK OF MANCHESTER

    Pay bills, deposit checks, track accounts, view

    View account balances and recent transactions. Pay bills or friends, deposit checks, and transfer funds. Locate branches or ATMs. Contact customer service. Share the with others. Secure personal information.

    ★ 4.8178 ratingsFinanceFreeData updated 2026-09-28
  5. BankISB Mobile app icon

    BankISB Mobile

    Iowa State Bank, Algona

    View balances, make transfers, pay bills, deposit

    View account balances and transaction history. Make transfers between accounts. Pay bills directly from the . Deposit checks via photo. Find nearby ATM locations and branch information. Set up account alerts and security features.

    ★ 4.9345 ratingsFinanceFreeData updated 2026-09-10
  6. CCB NOW app icon

    CCB NOW

    Cattaraugus County Bank

    Pay bills, track transactions, deposit checks, manage

    View account balances and recent transactions. Pay bills or send money to friends. Turn debit card on/off remotely. Deposit checks by photo. Transfer funds between accounts. Locate branches or ATMs. Contact customer service. Share the with others.

    ★ 4.7330 ratingsFinanceFreeData updated 2026-09-13
  7. Vault: Private Wealth app icon

    Vault: Private Wealth

    Vault Wealth Limited

    Manage assets and track investments

    Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  8. Fidelity PlanViewer app icon

    Fidelity PlanViewer

    Financial Administration Services Limited

    Track savings, check plan value, monitor performance

    Manage retirement savings by tracking plan value and performance. Monitor contributions, update personal details, and adjust investments. Access planning tools, expert insights, and news related to retirement planning.

    ★ 4.490 ratingsFinanceFreeData updated 2026-09-20
  9. Robins Financial Credit Union app icon

    Robins Financial Credit Union

    Robins Financial Credit Union

    Pay bills, transfer funds, check balances.

    The app offers bill payment, fund transfers, balance checks, and secure messaging. It includes performance improvements and security enhancements for a unified user experience.

    ★ 2.8296 ratingsFinanceFreeData updated 2026-10-03
  10. Security Savings Bank app icon

    Security Savings Bank

    Security Savings Bank IA

    Check balance, manage bills, send payments

    Check account balances and view transaction history. Manage bills and make payments. Send money to others or request payments. Set up alerts and access account details remotely.

    ★ 4.6217 ratingsFinanceFreeData updated 2026-09-13
  11. Evelyn Partners Mobile app icon

    Evelyn Partners Mobile

    Evelyn Partners Group Limited

    Manage investments, view portfolio values, track performance

    Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.

    ★ 4.86 ratingsFinanceFreeData updated 2026-09-06
  12. Auto Loan Calculator - Car app icon

    Auto Loan Calculator - Car

    Phan Nhat Đang

    Calculate car payments with adjustable terms

    Calculate car payments by entering details such as term, down payment, and interest rate. Adjust variables to see payment changes. n amortization schedule with payment dates, amounts, and balances. Save comparisons between different options.

    ★ 4.7232 ratingsUtilitiesFreeData updated 2026-09-21

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.