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 361–380 of 1,000 ranked alternatives.
fsbrosemount mobile
FIRST STATE BANK OF ROSEMOUNT (INC)
Aggregate accounts, track expenses, view balances
Aggregate financial accounts from multiple institutions into one dashboard. View real-time balances and transaction history. Set up automatic bill payments and track spending categories. Receive alerts for account activity and security updates.
ARK Financial Client Portal
Ark Financial Management, LLC
Access portfolio data and manage investments
Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.
Cornerstone Planning
Cornerstone Planning Group, LLC
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
Atlantic Union Bank Wealth
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.