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 361–380 of 1,000 ranked alternatives.
HashWhale
HASHWHALE PTE. LTD
Manage digital assets securely and transparently
Manage digital assets with secure storage and transaction tracking. Monitor portfolio performance and set withdrawal limits. Access real-time market data and receive transaction alerts. Verify asset authenticity and generate compliance reports.
Keenai Wealth
LC ADROIT VANTAGE PRIVATE LIMITED
Track investments, manage portfolios, discover opportunities
Track investment performance and manage portfolios across 45+ global markets. Monitor equities, ETFs, hedge funds, bonds, and structured products. Access curated opportunities and view detailed portfolio breakdowns.
BV Private Wealth
BV Private Wealth, LP
View portfolios, send messages, track investments
Access client accounts, view portfolio performance, and manage investments. Receive notifications for transactions and market updates. Schedule meetings and download reports securely.
Dividend Tracker - Plainzer
Plainzer Sp. z o.o.
Track Dividends and Portfolio Performance
Track payouts from stocks, ETFs, and mutual funds in a single dashboard. Analyze income growth over time. Manage multiple portfolios and assess performance. Set reminders for dates. Export data for tax purposes.
MF - Bonanza
Bonanza Portfolio Limited
Track portfolio, view reports, manage investments
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance history and generate complete portfolio reports.
Whelan Financial
Whelan Financial, Inc.
View portfolio balances and statements anytime
View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
Castello AI
Transcrypt Solutions Inc
Analyze market data and track investment performance
Access real-time financial data and expert analysis to make informed investment decisions. Track portfolio performance, set financial goals, and receive personalized insights.
Envestnet Client View
Envestnet Financial Technologies, Inc.
Track expenses, portfolios, and manage accounts
Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.
Monex Investor
BCP ADVISORS, LLC
Open accounts, invest, access funds anytime
Open an account online without minimum requirements. Manage a globally diversified portfolio. Access funds anytime. View investment performance and transaction history. Place trades and monitor market trends.
SeaCrest Mobile
Seacrest Wealth Management, LLC
View portfolio, track accounts, receive alerts
View portfolio valuations and account overviews. Access investment details and News Feed posts. Receive notifications for portfolio changes and new posts. Navigate features intuitively without needing advanced technical skills.
Investment One
Investment One Financial Services Limited
Invest in stocks and fixed assets
Track portfolio performance by asset class or overall. View real-time market data and historical trends. Buy and sell Nigerian stocks and fixed assets. Set goals and receive alerts for market changes. Manage transactions and monitor account balances.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.