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 321–340 of 1,000 ranked alternatives.

  1. VeracityIM app icon

    VeracityIM

    Veracity Investment Management IMF LLP

    Manage mutual funds, equity shares, bonds, fixed

    Manage 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.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  1. StashAway app icon

    StashAway

    Asia Wealth Platform Pte Ltd

    Invest in ETFs and manage your portfolio

    Invest in globally diversified portfolios using low-cost ETFs. Select portfolios based on risk tolerance. Manage investments and track performance. Set up automatic contributions. Access real-time market data and research.

    ★ 4.232 ratingsFinanceFreeData updated 2026-09-12
  2. RUUT app icon

    RUUT

    Sherpa Brokers LLC

    Invest in companies and portfolios

    Create personalized investment portfolios based on investor profile. Invest in top U.S. companies and ETFs with a minimum of one dollar. View account balances and transaction history. Set investment goals and track progress.

    ★ 4.642 ratingsFinanceFreeData updated 2026-09-06
  3. Vireon Group app icon

    Vireon Group

    AMERICAN INDIAN HEALTH & SERVICES CORPORATION

    Track crypto prices and market trends

    Track cryptocurrency prices and market caps in real-time. View live data for thousands of digital currencies. Analyze price trends with interactive charts across multiple timeframes. Set price alerts for specific assets.

    ★ 4.742 ratingsFinanceFreeData updated 2026-09-06
  4. Sarwa Real Estate Investment app icon

    Sarwa Real Estate Investment

    Sarwa Investment Management Limited

    View portfolio, access reports, subscribe to investments

    View portfolios with -time snapshots. Access distribution statements and update reports. Subscribe to new investments. Manage subscriptions and track performance metrics. Export reports and set reminders for updates.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  5. MANAVI WEALTH app icon

    MANAVI WEALTH

    MANAVI WEALTH PRIVATE LIMITED

    Track assets, view reports, manage investments

    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.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  6. Vista Wealth Care app icon

    Vista Wealth Care

    Excel Net Solutions Private Limited

    Track assets and manage investments

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

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-10
  7. Santander Digital Wealth app icon

    Santander Digital Wealth

    Banco Santander International

    Invest in funds and manage your portfolio

    Manage investments, view account balances, and track portfolio performance. Set up recurring contributions and monitor transaction history. Access educational resources and receive market insights.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-06
  8. Nawy Shares app icon

    Nawy Shares

    Cooing Ltd

    Invest in real estate fractions

    Invest in real estate by purchasing fractional of high-return properties. Set investment goals and track portfolio performance. Manage transactions and view property details within the . Exit investments quickly through digital processes.

    ★ 4.613 ratingsFinanceFreeData updated 2026-09-06
  9. Gera Wealth app icon

    Gera Wealth

    Gera Wealth Private Limited

    Track assets, view reports, manage investments

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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