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 381–400 of 1,000 ranked alternatives.

  1. TruNeevesh app icon

    TruNeevesh

    TRUNEEVESH LLP

    Track investments, view portfolios, manage funds

    Track mutual funds, NPS, PMS, bonds, SGBs, fixed deposits, IPOs, LAS, and custom assets like real estate or PPF. View portfolio performance, set investment goals, and receive alerts for market changes.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  2. BHM Capital Global app icon

    BHM Capital Global

    Mubasher Financial Services DIFC Limited

    Track quotes, buy, and sell stocks

    Track real-time stock quotes and execute buy/sell orders. Access market news, announcements, and trading advice. Subscribe to trade across multiple stock markets. Manage orders and monitor portfolio performance.

    ★ 4.522 ratingsFinanceFreeData updated 2026-09-06
  1. My Westmount app icon

    My Westmount

    Westmount Asset Management Inc.

    Access accounts, view balances, track performance

    Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.

    ★ 4.84 ratingsFinanceFreeData updated 2026-09-06
  2. BEA SmarTrade 東亞投資通 app icon

    BEA SmarTrade 東亞投資通

    The Bank of East Asia, Limited

    Trade stocks, view portfolios, get quotes

    Execute trades with real-time market data and customizable order types. View stock portfolios across multiple markets with performance tracking and asset allocation tools. Set price alerts and monitor holdings for informed investment decisions.

    ★ 4.923 ratingsFinanceFreeData updated 2026-09-06
  3. CB Waseet app icon

    CB Waseet

    Commercialbank

    Access accounts, trade, and monitor portfolio

    Manage investment accounts by logging in with e-trade credentials. Check balances, transfer funds, and track account positions. Place buy, sell, amend, cancel, or market orders. Monitor portfolio performance and trade anytime.

    ★ 4.58 ratingsFinanceFreeData updated 2026-09-10
  4. SJ Investment app icon

    SJ Investment

    Excel Net Solutions Private Limited

    Track portfolio, 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 with one click. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-13
  5. AUBWM Total Wealth app icon

    AUBWM Total Wealth

    Atlantic Union Bank

    Track investments and view holdings

    View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  6. Mahindra Manulife Mutual Fund app icon

    Mahindra Manulife Mutual Fund

    Mahindra Manulife Investment Management Private Limited

    Invest in funds and manage your portfolio

    Invest in schemes by browsing available options and making purchases. View investment details, track portfolio performance, and manage subscriptions. Receive alerts for scheme updates and transaction confirmations.

    ★ 4.47 ratingsFinanceFreeData updated 2026-09-06
  7. Stock Financials App app icon

    Stock Financials App

    Vaibhav Pandya

    Track prices and financial reports

    Track and rankings with real-time data from SEC Edgar. Search for over 10,000 stocks and view historical performance. Analyze financial metrics, compare companies, and set up alerts for price changes. Export data and generate reports.

    ★ 4.813 ratingsFinanceFreeData updated 2026-09-06
  8. Mutual Fund, SIP, ITR - Black app icon

    Mutual Fund, SIP, ITR - Black

    Defmacro Software Private Limited

    Invest in funds and file taxes online

    Invest in direct funds, SIPs, and ELSS. File income tax returns and e-verify. Track investments and view portfolio performance. Set reminders for tax deadlines. Export documents and share links.

    ★ 4.519 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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