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 461–480 of 1,000 ranked alternatives.
Lake City Bank Wealth Access
Lake City Bank
Track balances, view trades, and check holdings
View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.
RankMF by SAMCO
Samco Securities Limited
Rank mutual funds by performance
Compare mutual fund performance across schemes. Analyze historical returns and risk metrics. Filter funds by category, size, and investment objective. Set alerts for price changes and market news. Track portfolio performance and generate reports.
Milestones2Wealth-Smart Value
Smart Value Equisearch Private Limited
Enroll, invest, and track your portfolio
Enroll in mutual funds, track investments, and view portfolio performance. Set recurring contributions and receive alerts. Access account statements and manage holdings. Sync with financial goals and monitor market trends.
JVL Wealth
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
Garuda Wealth
Excel Net Solutions Private Limited
Manage mutual funds, equity shares, bonds,
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.
M P MEHTA FINSERV LLP
M P MEHTA FINSERV LLP
Manage mutual funds, equity shares, bonds, fixed
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.
Tata Mutual Fund - SIP & Track
Tata Asset Management Limited.
Investments, learn, and invest
Investments with real-time portfolio updates and detailed performance analytics. Set and monitor financial goals using a personalized planning tool. Access educational resources and market insights for informed decision-making.
LiquidiX
Luca Sabih
Manage investments and track portfolio performance
Track stocks, cryptocurrencies, and cash holdings in real time. View portfolio performance and historical data. Set price alerts and receive notifications. Import data via API key from CoinMarketCap and TwelveData.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.