Apps Like CAConnect for iPhone and iPad
CAConnect screenshots
Ranked alternatives
Showing 301–320 of 1,000 ranked alternatives.
OneAscent
OneAscent
Access portfolio data anytime
Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .
NDVR Wealth
NDVR INC
Manage portfolios and track performance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
Tickr: Generate Passive Income
ORYX AI INFORMATION TECHNOLOGY - FZCO
Track assets, manage investments, and grow wealth
Track investments with real-time market data and detailed insights on stocks and ETFs. Monitor portfolio performance through customizable charts and analytics. Set alerts for price changes and manage assets across multiple accounts.
Valitana Vantage
Valitana LLC
Place trades and manage portfolios
Track and manage investment portfolios with real-time transaction recording across equities, derivatives, structured products, and fixed income. Monitor asset performance, generate reports, and reconcile trades within a centralized platform.
ClientLink
Wedbush Securities, Inc.
Access accounts and manage investments
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.