Apps Like RightCapital for iPhone and iPad
Track accounts, view investments, connect with advisor
View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.
RightCapital screenshots
Ranked alternatives
Showing 301–320 of 1,000 ranked alternatives.
WealthMore
Wealth More Enterprise, Inc
Invest in portfolios with expert guidance
Track investments and portfolio performance in real time. View detailed analytics and performance charts. Connect with wealth advisors for personalized guidance. Join a community for financial discussions and support.
MSUFCU FinLife
MSU Federal Credit Union
Plan your finances in three minutes
Track financial goals and create a personalized plan using behavioral science insights. Answer questions to set actionable steps. Connect accounts for a comprehensive view of financial status. Monitor progress across 10 planning themes.
Hiro – AI Financial Planner
Hiro Financial Inc.
Forecast net worth and track progress
Track net worth and forecast scenarios like buying a home or having kids. Connect bank accounts to monitor progress. Chat with an AI advisor for personalized insights and money management guidance. Set goals and view detailed analytics.
BOC Go
First Breckinridge Bancshares, Inc.
Aggregate accounts, track balances, manage budgets
View all financial accounts in one place with real-time balance and transaction history. Set up alerts for account activity. Transfer funds between accounts. Monitor spending patterns and budgeting goals.
FineMark Trust Mobile App
Commerce Bank
View and share investment details securely
Access financial information securely with fingerprint login. View a summary of total wealth and share data with advisors. Track investments and make informed decisions based on personal goals.
Mint by Investwell
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.