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 901–920 of 1,000 ranked alternatives.
myPSG
Liquid Edge Solutions
Consolidated view of financial information.
The app offers a consolidated view of a user's financial information, including investment portfolio values, profiles, and cover amounts. It provides direct access to a user's share portfolio and watchlist from anywhere.
Machinists Retirement Plan
Schwab Retirement Technologies Inc.
Enroll, forecast, and monitor savings
Access and savings details anytime. Enroll quickly, view income forecasts, check balances, and track investment performance. Adjust contributions, manage investments, and upload documents securely.
BRG Wealth
Bay Rivers Group inc
View accounts, track performance, manage holdings
Access account balances, performance data, and holdings. View quarterly performance statements and custodial documents in one place. Upload files for storage. Contact support directly within the .
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.