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 841–860 of 1,000 ranked alternatives.
CSG Home
Commonwealth Solutions Group, LLC
Find properties, connect with agents, manage transactions
Access property details, view documents, and manage appointments related to purchases or sales. Communicate with your real estate advisor instantly. Track searches and receive updates on transactions.
Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors, LLC
View net worth and financial plan anytime
View real-time net worth and financial plan details. Track investments, expenses, and income. Receive alerts for account changes. Update financial goals and view performance reports. Sync with banking accounts for accurate data.
Auric Capital
Auric Capital Partners LLC
Manage client portfolios and communications
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.