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 401–420 of 1,000 ranked alternatives.

  1. Simple Compound Interest app icon

    Simple Compound Interest

    Stack3

    Calculate final return and total investment

    Calculate by inputting capital, monthly deposits, annual , and investment period. Display final return, total investment, and return rate. Save multiple scenarios and view monthly growth.

    ★ 4.723 ratingsFinanceFreeData updated 2026-09-10
  2. DHANAVRUKSHA WEALTH app icon

    DHANAVRUKSHA WEALTH

    DHANA VRUKSHA FINANCIAL SERVICES PRIVATE LIMITED

    Manage mutual funds, equity shares, bonds, fixed

    Manage financial portfolio with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in using Google email.

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

    Dhanashree Investments

    DHANANJAY KALE (IN)

    Track portfolio and manage

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company with one click.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-06
  2. Nicola app icon

    Nicola

    NICOLA WEALTH MANAGEMENT LTD

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. CashRich: SIP in Mutual Funds app icon

    CashRich: SIP in Mutual Funds

    CR Fintech Private Limited

    Invest in and track your portfolio

    Manage investments with personalized portfolio reviews and financial goal tracking. Monitor and control multiple accounts across devices. Automate investments through dynamic SIP features. Track performance and manage transactions within the .

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-13
  4. Total Returns Stocks Dividends app icon

    Total Returns Stocks Dividends

    Cloud Epsilon LLC

    Track and view charts

    Track including and bond interest for over 10,000 global , mutual funds, and ETFs. View historical price charts and numerical output. Compare income data across assets. Exclude to analyze pure price performance.

    ★ 4.119 ratingsFinance$6.99Data updated 2026-09-13
  5. Rest Super app icon

    Rest Super

    RETAIL EMPLOYEES SUPERANNUATION PTY LTD

    Access funds, update details, check balances,

    Check account balance, find and combine funds, view insurance and investment options, update beneficiaries, access statements and transactions. Manage contributions, set up alerts, and contact support through the .

    ★ 4.511 ratingsFinanceFreeData updated 2026-09-11
  6. ArhamShare: Mutual Fund app icon

    ArhamShare: Mutual Fund

    ARHAM SHARE PRIVATE LIMITED

    Track investments and manage portfolio assets

    Manage and monitor funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in with Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  7. CV Advisors app icon

    CV Advisors

    CV ADVISORS LLC

    View portfolios, track investments, stay informed

    View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.

    ★ 5.015 ratingsBusinessFreeData updated 2026-09-09
  8. GBM Investor app icon

    GBM Investor

    BCP ADVISORS, LLC

    Open accounts, invest globally, access funds anytime

    Open an account online without minimum requirements. Manage a globally diversified portfolio. Access funds anytime. Track investments and view performance reports. Receive real-time market updates and alerts.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06
  9. AssetWisp app icon

    AssetWisp

    Axion Expert Services INC

    Track investments and manage portfolios

    Track unlimited stocks, cryptocurrencies, commodities, and real estate. Analyze market trends, set investment goals, and receive AI-driven recommendations. Monitor portfolio performance, adjust allocations, and set price alerts for assets.

    ★ 5.013 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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