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 281–300 of 1,000 ranked alternatives.

  1. Nivesh: Wealth Management App app icon

    Nivesh: Wealth Management App

    Providential Platforms Private Limited

    Invest, track, and grow your

    Manage investments with access to 1700+ mutual fund schemes and SIPs. Track portfolio performance and set investment goals. Schedule and manage SIPs. View detailed fund information and historical returns.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  1. Holistic Money app icon

    Holistic Money

    HOLISTIC FINANCIAL SERVICES PRIVATE LIMITED

    Manage mutual funds, equity shares, bonds,

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download portfolio reports, view historical performance, and access transaction statements. Log in via Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  2. Associated Retirement Online app icon

    Associated Retirement Online

    Schwab Retirement Technologies Inc.

    Enroll, forecast, monitor, save

    Enroll in plans quickly. View income forecasts. Track account balance and investment performance. Adjust paycheck contributions. Choose and rebalance investments. Upload documents via secure photo submission. Access financial learning resources.

    ★ 1.618 ratingsFinanceFreeData updated 2026-09-06
  3. Stackwell app icon

    Stackwell

    Stackwell Capital Inc.

    Invest in stocks and manage portfolios

    Manage investments with pre-curated portfolios tailored for wealth growth. Track portfolio performance, set financial goals, and receive market insights. Adjust contributions and monitor expenses within the .

    ★ 4.740 ratingsFinanceFreeData updated 2026-09-06
  4. Trade, Think, Invest - Vennote app icon

    Trade, Think, Invest - Vennote

    Xin Chen

    Track trades, record insights, plan strategies

    Record and review trades with detailed notes and analysis. Track performance across stocks, options, futures, forex, and cryptocurrency. Set goals, monitor progress, and document investment decisions for better planning and growth.

    ★ 4.216 ratingsFinanceFreeData updated 2026-09-06
  5. UOBAM Invest Thailand app icon

    UOBAM Invest Thailand

    UOB ASSET MANAGEMENT (THAILAND) COMPANY LIMITED

    Review portfolios, access funds, transact investments

    View and manage investment portfolios with real-time updates. Receive personalized portfolio recommendations based on risk tolerance. Execute transactions, track investments, and access fund details.

    ★ 1.01 ratingsFinanceFreeData updated 2026-09-13
  6. Rurash Wealth app icon

    Rurash Wealth

    Rurash Financials Private Limited

    Invest in, track, and manage finances

    Manage investments, track expenses, and set financial goals. View portfolio performance and receive alerts. Schedule transactions and access account statements. Connect bank accounts and monitor savings progress.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  7. UniSuper app icon

    UniSuper

    UniSuper Management Pty Ltd

    Check super balance and contributions

    Check super balance and recent contributions. Make extra payments to increase retirement savings. View investment returns and payment schedules. Update retirement income details and insurance coverage.

    ★ 4.941 ratingsFinanceFreeData updated 2026-09-06
  8. Elite Kuber app icon

    Elite Kuber

    ELITE WEALTH LTD.

    Manage mutual funds, equity shares, bonds,

    Manage and track financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  9. Davy app icon

    Davy

    J&E Davy

    Track market prices and view portfolio details

    View portfolio details including cash balances, transaction history, and income statements. Monitor up to 20 shares with price updates and charts. Access delayed market data and research analysis on stock performance.

    ★ 1.01 ratingsFinanceFreeData updated 2026-09-08
  10. WealthPaver app icon

    WealthPaver

    WEFEA, Inc

    Invest in assets and manage portfolios

    Manage investments with real-time portfolio tracking and performance analysis. Set financial goals, schedule regular contributions, and monitor expenses. Access educational resources and receive market insights to inform decision-making.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  11. MyFunds Dashboard app icon

    MyFunds Dashboard

    Ming Hui Ho

    Track fund performance and edit watchlists

    Track fund performance with historical charts and trend analysis. Manage a customizable watchlist to monitor selected funds. Edit fund names for personalized portfolio organization. Search for funds using keywords or filter by fund company.

    ★ 4.47 ratingsFinanceFreeData updated 2026-09-08
  12. Yuanta Global Plus app icon

    Yuanta Global Plus

    YUANTA SECURITIES (THAILAND) COMPANY LIMITED

    Order trades and track portfolio changes

    Track market trends with real-time data and view portfolio snapshots. Place trades and set advanced orders. Check account balances and manage cash deposits, withdrawals, and transfers. Access time and sales details for detailed trade insights.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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