Apps Like CapWealth for iPhone and iPad
Ranked alternatives
Showing 181–200 of 1,000 ranked alternatives.
NetXInvestor™ Mobile
Pershing, LLC
Manage investments on the go.
The app offers users access to account information, including balances, holdings, and activity. Users can view real-time quotes and place trades for equities and mutual funds if enabled by their financial institution.
Creative Planning
Creative Planning, Inc.
Access portfolio and manage investments
View investment portfolios, track asset performance, and manage accounts. Adjust allocations, set reminders, and receive notifications. Sync with desktop software and access detailed reports.
MB&T Wealth
Montecito Bank & Trust
View portfolio details and performance data
View portfolio performance and account details. Access transaction history and investment summaries. Receive alerts for account activity. Manage account settings and contact support through the .
OneWealth
One Wealth Management Investment And Advisory Services, LLC
View account info, track portfolio performance, monitor
View account information and balances. Track portfolio performance and asset allocation. Analyze historical performance data. Monitor investments with a user-friendly interface.
CDS Webtools
CARDTRONICS, INC.
Manage ATM portfolio on mobile.
The app provides real-time information on ATM terminal status, cash balances, and configuration data. Users can access ATM location mapping, upload photos, and generate reports on the go.
NAV Portal
Nav Consulting Inc
Access reports, track portfolios, log inquiries
Access accounting reports, risk analytics, and portfolio data securely. Generate reports, monitor fund activities, and log inquiries or support requests. Sync with desktop features for consistent data access across devices.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.