Fountainhead app icon

Apps Like Fountainhead for iPhone and iPad

View holdings, track portfolio, analyze investments, access

View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.

by Fountainhead Capital Management, LLC★ 5.04 ratingsFinanceFreeData updated 2026-09-06

Fountainhead screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,608 ratingsFinanceFreeData updated 2026-09-22
  2. S&P Capital IQ Pro app icon

    S&P Capital IQ Pro

    S&P Global Market Intelligence LLC

    Access real-time data and market news

    Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.

    ★ 4.63,012 ratingsFinanceFreeData updated 2026-09-13
  1. CPS Portal app icon

    CPS Portal

    CHAS. P. SMITH & ASSOCIATES, P.A., C.P.A.'S

    ★ 2.33 ratingsFinanceFreeData updated 2026-09-06
  2. Morningstar for iPad app icon

    Morningstar for iPad

    Morningstar, Inc.

    Track portfolios, research stocks, monitor markets

    Monitor market trends and track portfolio performance with real-time data. Research stocks, mutual funds, ETFs, and CEFs. View investment commentary, news, and videos. Customize portfolio tools and access comprehensive financial data.

    ★ 4.58,878 ratingsFinanceFreeData updated 2026-09-08
  3. Insights App Global Investment app icon

    Insights App Global Investment

    Insights Investments LLC

    Manage investments with AI

    Financial advisors use the to analyze market trends with AI and machine learning tools. Manage portfolios, track performance, and generate reports. Access real-time data and customize strategies.

    ★ 4.818 ratingsFinanceFreeData updated 2026-09-28
  4. BMO Invest app icon

    BMO Invest

    Bank of Montreal

    View accounts, track holdings, manage portfolios

    View investment holdings and account details through Portfolio View. Set up custom watchlists to track stocks and market trends. Access accounts using Face ID or Touch ID for secure authentication.

    ★ 4.750 ratingsFinanceFreeData updated 2026-09-06
  5. CoinTracker: Portfolio & Taxes app icon

    CoinTracker: Portfolio & Taxes

    Nino Finance, Inc.

    Track crypto holdings and

    Track cryptocurrency holdings and performance across wallets and exchanges. View net worth, gains, losses, and transaction history. Generate tax reports and export data for accounting. Set up alerts for price changes and updates.

    ★ 4.714,345 ratingsFinanceFreeData updated 2026-09-15
  6. Wealthscape℠ app icon

    Wealthscape℠

    National Financial Services LLC

    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.

    ★ 4.82,852 ratingsFinanceFreeData updated 2026-09-11
  7. First PREMIER Bank Trust app icon

    First PREMIER Bank Trust

    First PREMIER Bank

    View portfolio balances securely

    View portfolio balances and account summaries on the go. Access investment information securely. Check holdings in dollars or percentages. Track performance metrics. Manage allocations and account details.

    ★ 4.29 ratingsFinanceFreeData updated 2026-09-11

How we rank alternatives

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