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 981–1000 of 1,000 ranked alternatives.
KFinKart-Distributors
KFIN TECHNOLOGIES LIMITED
Invest in mutual funds anytime
Access mutual fund information and manage transactions. Input customer details, upload documents, and process investments directly. Monitor transactions and retrieve account statements. Share documents and communicate with clients securely.
PBRetire by Primark Benefits
Schwab Retirement Technologies Inc.
Enroll, forecast, monitor, save
Enroll in retirement plans quickly. View retirement income forecasts. Monitor account balance and investment performance. Adjust paycheck contributions. Choose and rebalance investments. Submit documents via secure photo uploads.
Monica: AI Expense Tracker
Sebastian Herrera
Talk to , track expenses
Track expenses using voice, text, or photo input. Categorize transactions automatically. Set budgets and receive spending insights. Sync data across devices. Export reports and link accounts securely.
Moneyspire 2026 Money Manager
Moneyspire Inc.
Track accounts, bills, and budgets
Track bank accounts, credit cards, loans, and investments. Categorize spending and income with custom categories. Set reminders for bills to avoid late fees. Create budgets to monitor spending on specific categories.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.