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 261–280 of 1,000 ranked alternatives.
InvestSky: US Stocks and ETFs
InvestSky Financial Limited
Invest in and track your portfolio
Connect with other investors to share ideas and discuss strategies. Trade over 5000 US and track portfolio performance. Access real-time market data and receive investment insights. Set up alerts for price changes and market news.
Solid Point Wealth Advisors
Solid Point Wealth Advisors, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a advisor. Manage budgets and track spending.
Pearler
Pearler Investments Pty Ltd
Invest in stocks and track your portfolio
Discover your investing style through shares trading, LICs, and ETF investing. Avoid hidden fees and pay low fees. Track portfolio performance and set investment goals. View detailed market data and research.
PSBT Trust & Wealth
Peoples Security Bank and Trust Company
View balances, track transactions, manage portfolios
View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.
Index Fund Advisors
Index Fund Advisors, Inc
Connect with and track your investments
Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.
CoinAnk: Live Crypto Tracker
COINANK TECHNOLOGY LIMITED
Track prices and analyze trends
Track Bitcoin prices in real time with updates and detailed market insights. Analyze price trends using advanced charts and historical data. Monitor portfolio performance and set price alerts. Export data and share analysis directly.
AV PRO
Asset Vantage Inc
Manage assets, track expenses, generate reports
Track and manage financial assets with real-time data aggregation. View comprehensive investment reports and performance analytics. Customize dashboards and set alerts for account activity. nd export detailed financial statements.
Hammond Iles Portal
Kelly Financial Group, LLC
Access accounts, view portfolio, secure messages
Access account details, investment portfolio, and document vault securely from your phone or tablet. Contact financial coach directly, receive messages, and view updates from your personal finance team.
Ganadeesha
Excel Net Solutions Private Limited
Track investments and manage portfolio assets
Track and manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports and download complete portfolio statements. Access transaction history for any period.
WeDiligent
Excel Net Solutions Private Limited
Track assets and manage your portfolio
Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.
CHIEF-Investing & Trading
Chief Securities Limited
Trade stocks and manage investments
Trade stocks, futures, and options with real-time price data and order execution. Monitor portfolio performance and track market trends. Access research reports and analyze historical data. Place limit and market orders.
Sidepocket Mobile
Sidepocket Incorporated
Track trades, view ratios, manage risk
Track real-time Sharpe and Sortino ratios for risk assessment. Analyze exclusive trading strategies with detailed performance metrics. Execute trades and monitor portfolio performance.
PA Wealth
PA WEALTH PRIVATE LIMITED
Track assets, view reports, manage investments
Manage and monitor financial portfolio with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.
SSI iBoard Pro
SSI Securities Corporation
Trade stocks and manage portfolios
Track stock prices and market trends in real time. Buy and sell stocks, bonds, and mutual funds. View portfolio performance and transaction history. Set price alerts and manage multiple accounts. Sync with brokerage accounts for order execution.
NBK Wealth
Watani Investment Company K.S.C.C
Manage assets, plan finances, invest wisely
Manage investments, plan finances, and access advisory services. Track portfolio performance, set financial goals, and receive personalized recommendations. Schedule meetings, view account statements, and communicate with advisors securely.
Fiducient Advisors
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.