Apps Like MCWS Client App for iPhone and iPad
Check portfolio balance and track performance
Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.
MCWS Client App screenshots
Ranked alternatives
Showing 221–240 of 1,000 ranked alternatives.
Divvi Wealth
Divvi Wealth Management, LLC
View account details, collaborate, stay connected
View account details, access portfolio information, and track financial goals. Communicate with financial advisors, receive updates on investments, and review performance reports. Set reminders for financial milestones and adjust investment settings.
Aware Super
Aware Super Pty Ltd
Check balance and transactions
Check balance and view recent contributions and transactions. Set up Touch ID or Face ID for secure login. Update contact details and communications preferences. Check insurance cover and investment options.
Rallies: Your investing friend
Blotter Ltd
Track portfolio performance and analyze stock data
Chat about stocks or portfolios to get data-backed insights. View live charts and fundamentals. Connect portfolios to analyze performance, identify risks, and improve diversification.
MahantFinserv
Excel Net Solutions Private Limited
Track assets, view reports, manage investments
View portfolio performance and download complete reports with historical data. Track transactions and generate statements for any period. Access account details with one-click downloads. Log in using a Google email account.
Finextra Pro
Finextra
Track portfolio news and metrics
Monitor portfolio performance with real-time news, analyst estimates, and market events. Track financial metrics to analyze trends. View stock trends via customizable charts. Compare competitor metrics across multiple categories.
BTG Pactual Global
Banco BTG Pactual S.A.
Track transactions and view investments
View investment portfolios and account balances. Track transactions and account activities. Access personalized reports and educational content. Consolidate multiple accounts. Perform transfers and monitor investment positions.
ValU Wealth Care
Excel Net Solutions Private Limited
Track assets and download reports
Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access portfolio reports, view historical performance, and download transaction statements.
Think Finserv
THINK FINANCIAL INTERMEDIARY SERVICES PRIVATE LIMITED
Track portfolio assets and manage investments
View portfolio performance and download complete reports with all assets. Track mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access transaction statements for any period. Log in using Google email.
Aster Assets
ASTER ASSETS LLP
Track and download portfolio reports
Manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports. Download complete portfolio data. Access transaction statements for any period. Log in using Google email.
EWMglobal
E W M LLC
View balances, track performance, research investments
View account balances and performance metrics. Research investment options and manage open events. Access secure deferred compensation accounts with an access code. Track transactions and receive notifications.
TC Traders Investments
Traders Club Ltda
Track portfolios, follow , replicate trades
Track investment portfolios and performance metrics. Follow , replicate trades, and analyze market gains. View stocks, options, futures, REITs, ETFs, mutual funds, and fixed income in one platform.
Albion Financial Group
ALBION MANAGEMENT GROUP, LTD
View data and manage budgets
View data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a wealth advisor. Manage budgets and track spending.
CircleBlack Investor
Circleblack Inc.
Track finances, view accounts, manage investments
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
Fiduciary Trust International
Fiduciary Trust Company International
Manage accounts and view balances
View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.