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 161–180 of 1,000 ranked alternatives.
TC Traders Investments
Traders Club Ltda
Track portfolios, follow , replicate trades
Track investment portfolios and performance metrics. Follow , replicate trades, and analyze market gains. View stocks, options, futures, REITs, ETFs, mutual funds, and fixed income in one platform.
Jiko: Spendable T-Bills
Jiko Technologies, Inc.
Save and trade automatically
Save and invest in with automated trading features. Access real-time earnings updates and tax-exempt benefits. Spend money instantly via linked accounts. Track savings progress and manage transactions within the .
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
1st Bergen Mobile
1st Bergen Federal Credit Union
Check balances, view history, transfer funds, apply
Check account balances and view transaction history. Transfer funds between accounts. Apply for loans and pay bills directly. Access secure online banking features remotely.
Comerica Financial Advisors
Comerica Bank
Access data and insights anytime, anywhere
Track progress by viewing total asset value and account summaries. Check account balances and transaction history. Connect with for personalized advice. Set and monitor goals. Receive notifications and alerts for account activity.
F&M Bank Hannibal
F&M Bank and Trust Company (Hannibal)
View balances, pay bills, transfer funds
View account balances and transaction history. Pay bills and transfer funds between accounts. Locate nearby branches and ATMs. Access secure account information 24/7 via mobile device.
Area Community Credit Union
Area Community Credit Union
Pay bills, deposit checks, track balances, view
Check 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.
Security Bank
Security Bank s.b.
Check balances, review transactions, transfer funds
Check account balances and review transaction history. Transfer funds between accounts and make loan payments. Locate branches or ATMs. Receive text alerts or email notifications. Manage banking needs securely with 24/7 access.
GS Custody Solutions
Goldman Sachs
View portfolio, track positions, access history
View portfolio summaries, positions, and transaction history. Check account balances and review trade details. Execute actions on high-priority items. Receive secure login access via fingerprint or password.
Fidelity Token
Fidelity Bank Plc
Verify transactions with your device
Verify transactions by confirming details and entering a One Time Passcode (OTP) sent to your iOS device. Replace hardware tokens with mobile authentication for secure fund transfers, bill payments, and airtime recharges.
Dividend Tracker - Plainzer
Plainzer Sp. z o.o.
Track Dividends and Portfolio Performance
Track payouts from stocks, ETFs, and mutual funds in a single dashboard. Analyze income growth over time. Manage multiple portfolios and assess performance. Set reminders for dates. Export data for tax purposes.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.