Apps Like Walton Client Application for iPhone and iPad
Walton Client Application screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Fundrise: Invest in Alts
Rise Companies Corp
In real estate and private credit
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
M1: Invest & Bank Smarter
M1 Finance LLC
Earn, , and borrow with ease
Manage finances with high-yield savings, investment options, and borrowing features. Deposit funds, earn interest, and in stocks or ETFs. Create personalized investment portfolios or select pre-curated options.
Investor-Portal
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
Shellpoint
Newrez LLC
View loan details, make payments, access documents
Manage mortgage payments and account details. View loan information, recent activity, and payment history. Make one-time or recurring payments. Access statements and documents. Schedule payments and track pending transactions.
LPL Account View
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
Delta by eToro
Opus Labs CVBA
Track investments across exchanges and assets
Track investments across stocks, crypto, ETFs, forex, and commodities. Sync with 300+ exchanges and wallets. View real-time prices and portfolio performance. Set price alerts for specific assets. Monitor balances and transaction history.
StartEngine: Startup Investing
STARTENGINE CROWDFUNDING, INC
Invest in companies and track your shares
Invest in early-stage companies across 30 sectors. View company profiles, follow updates, and ask founders questions. Purchase shares and track investment performance. Receive notifications on company milestones and shareholder updates.
Prosper: Invest
Prosper Marketplace, Inc.
Manage portfolio allocations and track investments
Manage investment portfolios by adjusting target allocations with Auto , manually selecting loans, adding funds via one-time or recurring deposits, and viewing details on each Note.
Morningstar Investor
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Stake: Real Estate Investing
Stake Properties Limited
Invest in globally
Invest in with fractional shares of properties or private funds. Manage a global portfolio with curated residential and commercial assets. Earn rental income and sell property shares.
Willow Wealth
YieldStreet, Inc.
Invest in real estate and private equity
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
Republic: Private Investing
OpenDeal Inc.
Invest in startups, real estate, and games
Invest in startups, real estate, and video game projects. Create a free account to access various investment opportunities. Invest directly using a credit card. View investment options and manage your portfolio.
Wealthscape℠
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.