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 801–820 of 1,000 ranked alternatives.
FourstarWealth Client
Eyeballs Financial LLC
Schedule appointments and view data
Financial advisors can respond to inquiries and manage appointment scheduling directly from their phones. They can accept or reject appointment requests without needing direct communication.
Retirement Advisor
Eric Chang
Plan, save, retire early
Plan for with detailed financial analysis and goal tracking. Set savings targets, monitor progress, and adjust strategies. Calculate timelines and simulate different scenarios. Track expenses and income.
Mercer Money
Moneyhub Financial Technology Ltd
Track expenses, manage accounts, plan budgets
Manage pensions by connecting pension history for tracking. Consolidate financial accounts in one place. Receive prompts to stay on track with savings goals. Set reminders for savings and budgeting. View detailed financial insights and progress.
Gatewood Wealth Solutions
Gatewood Wealth Solutions, LLC
Manage finances and track investments
Access financial plans, investment performance, and cash flow data anytime. View detailed reports, track expenses, and set financial goals. Receive alerts for account activity and securely manage investments.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.