Curated apps similar to Arcapita, ranked by relevance and user ratings.
Track expenses, portfolios, and manage accounts
Envestnet Financial Technologies, Inc.
Finance
Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.
INSTITUTIONAL CASH DISTRIBUTORS TECHNOLOGY, LLC
Finance
Wherever you are, you can securely access ICD Portal to view your balances, exposure, and fund performance. Authorized users can: VIEW PORTFOLIO DASHBOARDS o See trade status and balances by portfolio, account or entity o Understand and monitor yields on investments o Review historical fund...
Carvant Financial LLC
Finance
Use Carvant's customer portal to view and update information on your account including: • Balance and due date • Payment history • Make a payment online • Find locations near by where you can pay in person • Retrieve contract documents • Get a 10 payoff quote • Update your existing contact...
Asa Technologies Corporation
FinanceSee your full financial picture, manage your money day-to-day, and discover trusted tools to help you grow. See all of your accounts in one place, track your spending, stay ahead of bills, and access a network of apps all with one secure login. ASA Vault was built for real life.
Running Point Capital Advisors, LLC
FinanceRunning Point mobile phone application enables authorized Running Point Capital clients access portfolio and financial data in a simple, integrated and seamless interface. Requirements: You need to be a Running Point Capital client user that has been authorized for the phone application.
iCapital, LLC
FinanceThis Mobile App allows you to view your iCapital account information, balances and easily contact your advisor.
Bay Point Advisors LLC
FinanceThe Bay Point Investor Portal is an online platform tailored for investors seeking a convenient and user-friendly way to track their Bay Point investment accounts. View account statements, personal documents, and track account progress from your mobile device.
Alliance Wealth Advisors, LLC
FinanceYour Alliance Client Portal can help with: -Monitoring your personal balance sheet -View your investment accounts managed by Alliance -Store, share, and send key documents with our team of advisors -Link external accounts by using our account aggregation tool
Access financial data and investment plans
Pinnacle Wealth Planning Services, Inc
FinanceView account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.
Ritholtz Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Indie Asset Partners, LLC
FinanceView your Indie Asset Partners' portfolio account information, allocation, performance and more on the mobile version of your client portal.
BIP Capital, LLC
FinanceBIP Capital Vision℠ enables BIP Ventures’ clients to review key information about their investments with BIP. Investors are able to view account balances, key investment metrics, and stay up-to-date with important events and updates from the general partners.
Greyspace Financial LLC
FinanceThis app is for clients who use Greyspace Financial Services. View detailed analytic reports, load bookkeeping receipts, and schedule meetings all on your phone. An all-in-one encrypted portal for every client to access their business reports & bookkeeping documents.
SageSpring Wealth Partners, LLC
FinanceView your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.
FLOCK HOMES, INC.
FinanceFlock Homes helps investors stay connected to their real estate portfolios — anytime, anywhere. With the Flock Investor Portal app, you can view your ownership, track fund performance, and access detailed information about the homes and markets that make up your portfolio.
SpirePoint Private Client, LLC
FinancePrivate Portal Access to the SpirePoint Private Client Group. This will allow you to view your accounts on a daily basis. Get connected with us on the SpirePoint Private Client App, designed exclusively for our clients.
View portfolio, track performance, access financial info
Strategence Capital, LLC
FinanceView portfolio details, including positions and performance. Add external retirement plans. Access contact information and website links. Retrieve financial data and manage account overview.
Apollon Wealth Management, LLC
FinanceThe Apollon App allows you to view account information, balances, performance reporting, statements, gains/losses, estimated income yield, etc.
Fountainhead Capital Management, LLC
FinanceThe Fountainhead Advisors App provides you with convenient and easy account access on-the-go. Now you can view your holdings summary, track your portfolio values, analyze your investments' performance, access the latest news and market commentaries and securely contact your advisor.
Arbor Capital Management, Inc.
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
App information from Apple App Store. Arcapita and related trademarks belong to ARCAPITA INVESTMENT MANAGEMENT B.S.C. CLOSED.