MCWS Client App app icon

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.

by McKinley Carter Wealth Services, Inc★ 5.01 ratingsFinanceFreeData updated 2026-09-06

MCWS Client App screenshots

Ranked alternatives

Showing 241–260 of 1,000 ranked alternatives.

  1. TraderSync app icon

    TraderSync

    1473010 ALBERTA LTD

    Track trades and analyze performance

    Track trades with detailed execution logs, price actions, and profit/loss calculations. Record trade setups, notes, and strategies. Generate performance reports to analyze trading activity and identify areas for improvement.

    ★ 2.784 ratingsFinanceFreeData updated 2026-09-11
  2. SIP Calculator – Lumpsum Plan app icon

    SIP Calculator – Lumpsum Plan

    Devkrushna Infotech Private Limited

    Calculate SIP and returns

    Calculate investment returns for SIP and plans. View detailed growth projections with charts and tables. Input personal details to customize investment scenarios. Track financial goals and monitor progress over time.

    ★ 4.898 ratingsFinanceFreeData updated 2026-09-06
  1. Investia app icon

    Investia

    Industrial Alliance Insurance and Financial Services Inc.

    Manage investments and track portfolios

    Manage investments with real-time portfolio tracking and performance analysis. View detailed fund information and historical data. Place trades, set up recurring contributions, and access customer support through secure messaging.

    ★ 4.850 ratingsFinanceFreeData updated 2026-09-06
  2. Xantos app icon

    Xantos

    Xantos Labs LLC

    Invest in portfolios and manage assets

    Manage investment portfolios with customizable asset allocation and performance tracking. View real-time market data and historical returns. Set investment goals and receive personalized insights. Adjust portfolio risk level and monitor expenses.

    ★ 4.852 ratingsFinanceFreeData updated 2026-09-06
  3. Vestiva app icon

    Vestiva

    BCP ADVISORS, LLC

    Manage investments and access financial tools

    Manage investments in U.S. dollars with access to various financial products. View portfolio performance, track expenses, and set investment goals. Receive guidance from financial advisors and monitor market trends in real time.

    ★ 4.714 ratingsFinanceFreeData updated 2026-09-12
  4. Slog: Budget&Portfolio Tracker app icon

    Slog: Budget&Portfolio Tracker

    Hangzhou PlatinumTinkling Technology Co., Ltd.

    Track expenses, analyze portfolios, manage net worth

    Track income and expenses with a simple transaction recorder. View aggregated net worth and portfolio performance. Analyze spending habits and monitor financial goals. Set budgets and receive alerts for spending thresholds.

    ★ 4.425 ratingsFinanceFreeData updated 2026-09-06
  5. JPlus by Jainam: Stocks MF IPO app icon

    JPlus by Jainam: Stocks MF IPO

    JAINAM BROKING LIMITED

    Track portfolios and manage investments

    Open demat accounts digitally without physical documents. Track portfolio performance and manage investments in , mutual funds, and IPOs. View real-time market data and set up alerts. Deposit funds and execute trades securely.

    ★ 4.719 ratingsFinanceFreeData updated 2026-09-06
  6. Fedgroup app icon

    Fedgroup

    FEDGROUP HOLDINGS PTY LTD

    Invest in assets and track your portfolio

    Manage financial investments by purchasing Impact Farming assets and traditional securities. Track portfolio performance, set investment goals, and view detailed financial reports. Receive real-time updates on asset values and transaction history.

    ★ 4.315 ratingsFinanceFreeData updated 2026-09-06
  7. ETFon: ETF Scanner & Analyzer app icon

    ETFon: ETF Scanner & Analyzer

    Stockring, Inc.

    Track ETFs and analyze performance

    Track and analyze ETFs with real-time data and AI-driven buy/sell recommendations updated three times daily. View detailed performance analytics, compare ETFs, and identify top-performing options for various investment strategies.

    ★ 4.437 ratingsFinanceFreeData updated 2026-09-06
  8. INDmoney - NRI Investing App app icon

    INDmoney - NRI Investing App

    INDMONEY TECH PRIVATE LIMITED

    Invest in stocks and mutual funds

    Invest in Indian stocks and mutual funds with real-time market data and alerts. Create custom watchlists and track stock prices. Open a free demat account with zero maintenance charges. Pay ₹0 for account management.

    ★ 5.011 ratingsFinanceFreeData updated 2026-09-06
  9. Precision Wealth Strategies app icon

    Precision Wealth Strategies

    Precision Wealth Strategies, LLC

    View account balances and contact your team

    View account balances and performance metrics. Contact the Team directly. Access transaction history and send messages for support.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  10. The Money Mart app icon

    The Money Mart

    THE MONEY MART

    Track assets and download portfolio reports

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  11. Alpha: Your Money Friend app icon

    Alpha: Your Money Friend

    AfterHour Inc.

    Track market trends and invest wisely

    Track investment portfolios, set alerts, and customize watchlists. View real-time market data and AI-driven insights. Access portfolio performance metrics and historical trends. Receive notifications for market changes and portfolio updates.

    ★ 4.312 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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