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 661–680 of 1,000 ranked alternatives.
PWP Portal
Performance Wealth Partners, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send and receive messages for account inquiries. Access transaction history and manage account settings.
Tata Mutual Fund - SIP & Track
Tata Asset Management Limited.
Investments, learn, and invest
Investments with real-time portfolio updates and detailed performance analytics. Set and monitor financial goals using a personalized planning tool. Access educational resources and market insights for informed decision-making.
Finy - Budget, Track, Save
VerusInvestitio LLC
Track expenses and set budgets
Track expenses with smart categorization and customizable budgets. View spending insights and account balances. Set financial goals and receive alerts. Securely manage accounts without ads or data sharing.
Finance tracker: Daily budget
SoftSky App LTD
Track expenses and set goals together
Manage shared finances by creating and updating budgets. Track expenses and financial goals together. Connect bank accounts via Apple Wallet for UK users. View spending breakdowns and set reminders for payments.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.