CapWealth app icon

Apps Like CapWealth for iPhone and iPad

by CapWealth Advisors, LLC.★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 401–420 of 1,000 ranked alternatives.

  1. Cryptget - Crypto Portfolio app icon

    Cryptget - Crypto Portfolio

    Pisit Wetchayanwiwat

    Track updates in real time

    Track cryptocurrency updates on home and lock screens. Create and manage multiple collections with a simple interface. Sync across iOS and macOS devices. Import data from Binance, FTX, Kraken, and Gemini. View prices via Apple Watch complications.

    ★ 0.00 ratingsFinance$6.99Data updated 2026-09-06
  1. My Westmount app icon

    My Westmount

    Westmount Asset Management Inc.

    Access accounts, view balances, track performance

    Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.

    ★ 4.84 ratingsFinanceFreeData updated 2026-09-15
  2. SSWP Client Access app icon

    SSWP Client Access

    SageSpring Wealth Partners, LLC

    View portfolio, download reports, connect with advisor

    View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  3. My E&P app icon

    My E&P

    Algo Trading Services Pty Ltd

    Access investment data and research now.

    The app provides clients access to investment data, including portfolio information, market data, and research. Clients can view valuations, asset allocation, stock quotes, dividend history, charting, news, market summaries, and transaction history.

    ★ 0.00 ratingsFinanceFreeData updated 2026-10-08
  4. Beacon Hill app icon

    Beacon Hill

    Beacon Hill Private Wealth LLC

    View portfolio values and allocations

    View portfolio values and allocations in real time. Track asset distributions and performance metrics. Receive notifications for account activity and market changes. Adjust investment settings and access detailed reports.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-14
  5. Ultra-App app icon

    Ultra-App

    Ultra technologies limited liability company

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.