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 341–360 of 1,000 ranked alternatives.
Goldstar Financial
Fine Advice Private Limited
Track investments and manage portfolio assets
Manage and track investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports and download complete portfolio details. Access transaction statements for any period.
Ivy Invest
Buena Capital Advisors, LLC
Build and manage long-term portfolios
Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.
Opal Wealth Advisors Portal
Opal Wealth Advisors, LLC
Access client and manage accounts
Access client for financial accounts, view portfolio performance, and communicate with . Submit requests, track transactions, and receive account updates directly through the .
Veracity Capital
Veracity Capital, LLC
Access portfolio data securely
Access portfolio data and account information through a simple interface. View investment performance, transaction history, and client-specific reports. Request access through your primary contact.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
Equitable Retirement Guide
Equitable Financial Services, LLC
Plan with custom scenarios
Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
PortraitiOS
Portrait Analytics, Inc.
Monitor investment ideas and track performance
Analyze investment opportunities using AI-driven insights. Track performance of specific assets. Receive detailed reports on market trends. Set custom alerts for price changes. Compare historical data across different time frames.
Strategence Capital
Strategence Capital, LLC
View portfolio, track performance, access financial info
View portfolio details, including positions and performance. Add external retirement plans. Access contact information and website links. Retrieve financial data and manage account overview.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.