Apps Like AdviserConnect for iPhone and iPad
Ranked alternatives
Showing 901–920 of 1,000 ranked alternatives.
ZagTrader
SK Advisory FZ LLC
Access brokerage accounts on mobile.
The app provides access to user accounts across various brokerage companies. It can be white-labeled to reflect a client's identity and theme for financial institutions.
Cornerstone Planning
Cornerstone Planning Group, LLC
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
MiPortfolio
Mcube Investments Software Private Limited
Tailored reporting for institutional investors.
The app offers institutional investors a reporting platform with diverse portfolio views. It displays performance, asset mix, risks, and other indicators through easy-to-navigate screens, including a scorecard for risk profiles.
One: Portfolio & Stock Tracker
Mobile Apps Ventures, LLC
Track stocks, crypto, and portfolios in real
Track stocks, crypto, ETFs, and indexes in . View live price updates and performance metrics. Add and remove assets, set financial goals, and receive detailed market insights. Sync across devices and receive notifications for price changes.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.