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 341–360 of 1,000 ranked alternatives.
DAS Budget: Money Manager
DAS Budget, LLC
Track spending, set budgets, stay on top
Create budgets with customizable spending limits. Track expenses by syncing with bank accounts. Set reminders for bills and spending caps. View detailed spending reports and categorize transactions.
Farther: Invest & Save
Farther Finance, Inc
Plan, , and with confidence
Track expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.
8FIGURES AI Investment Advisor
8FIGURES Inc.
Track portfolios, analyze risks, invest wisely
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
Orion Mobile
Orion Advisor Services, LLC
View portfolio values and contact advisor
View portfolio values and asset allocations in real time. Contact advisors directly through the . Access account details and transaction history. Receive notifications for portfolio changes.
My MSB
The Miners State Bank
Aggregate accounts, track balances, manage budgets
View all financial accounts in one place with real-time balance updates. Track transactions, set budgets, and receive alerts. Manage bills, transfer funds, and monitor spending patterns across multiple institutions.
Legacy Portal
COUNTRYWIDE TAX & TRUST CORPORATION LIMITED
Track assets and update their values
Track and manage assets such as properties, pensions, and investments. Record details, assign values, and categorize assets. Update values regularly and view portfolio totals. Maintain a history of changes for reference.
UOB TMRW Vietnam
United Overseas Bank Limited Co.
Track expenses, save, and earn rewards
Check balances, transfer funds, and manage accounts. View transaction history and set spending alerts. Redeem rewards and track card benefits. Receive personalized financial insights and recommendations.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.