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 81–100 of 1,000 ranked alternatives.

  1. iA Private Wealth app icon

    iA Private Wealth

    Industrial Alliance Insurance and Financial Services Inc.

    Monitor portfolio, chat with advisor

    Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.

    ★ 4.823 ratingsFinanceFreeData updated 2026-09-06
  2. Raiffeisen Invest — broker app icon

    Raiffeisen Invest — broker

    ZAO Raiffeisenbank

    And track your portfolio

    Manage investment accounts with free access and zero fees for top-ups and withdrawals. View portfolio analytics, market summaries, and generate tax reports or account statements instantly.

    ★ 4.9137 ratingsFinanceFreeData updated 2026-09-06
  1. Nippon India Mutual Fund app icon

    Nippon India Mutual Fund

    Nippon Life India Asset Management Limited

    Invest in funds anytime

    View investment portfolios, check performance, and track returns. Manage SIPs and switch funds. Receive real-time market updates and notifications. Access research reports and expert insights. Redeem investments and view transaction history.

    ★ 3.169 ratingsFinanceFreeData updated 2026-09-08
  2. Pinnacle Wealth app icon

    Pinnacle Wealth

    Pinnacle Wealth Planning Services, Inc

    Access financial data and investment plans

    View account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  3. OneAscent app icon

    OneAscent

    OneAscent

    Access portfolio data anytime

    Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .

    ★ 4.88 ratingsFinanceFreeData updated 2026-09-06
  4. PMM Wealth app icon

    PMM Wealth

    MBI Investment Advisors, Inc.

    Check account details securely

    View account balances, transaction history, and investment performance. Access portfolio details and manage assets. Receive secure notifications and alerts. Protect data with encryption and authentication features.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  5. Fintual: Invierte y ahorra app icon

    Fintual: Invierte y ahorra

    Fintual SpA

    Invest in assets and manage your portfolio

    Create an account to invest any amount without minimum requirements or withdrawal fees. Compare investment risks and terms. Transfer funds and manage a diversified portfolio. View investment performance and track progress over time.

    ★ 4.796 ratingsFinanceFreeData updated 2026-09-06
  6. First Oak Wealth Management app icon

    First Oak Wealth Management

    First Oak Wealth Management LLC

    Access portfolio data securely

    Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  7. Profitable - Portfolio Tracker app icon

    Profitable - Portfolio Tracker

    Alberto Gaspar Martin

    Track stocks, view performance, manage

    Track stock portfolios in real-time with detailed stock information including current price, daily changes, and overall performance. Set investment goals, receive market updates, and analyze historical data to support informed decision-making.

    ★ 4.02 ratingsFinanceFreeData updated 2026-09-06
  8. Pave Finance app icon

    Pave Finance

    Pave, LLC

    Invest in stocks and manage your portfolio

    Manage investments with customizable portfolios and real-time market data. Track performance, set financial goals, and receive personalized insights. Adjust asset allocation and monitor expenses across multiple accounts.

    ★ 4.626 ratingsFinanceFreeData updated 2026-09-06
  9. Risevest - Invest in Dollars app icon

    Risevest - Invest in Dollars

    Rise Vest Technologies Limited

    In assets and track your portfolio

    In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.

    ★ 4.5416 ratingsFinanceFreeData updated 2026-09-06
  10. Axis Mutual Fund: SIP, ELSS MF app icon

    Axis Mutual Fund: SIP, ELSS MF

    Axis Asset Management Company Limited

    Invest in funds and manage your portfolio

    Invest in funds with SIP, lumpsum, or switches. View portfolio details and transaction history. Set reminders for SIP payments. Track fund performance and receive alerts for market updates. Manage investments and switch between schemes instantly.

    ★ 4.8418 ratingsFinanceFreeData updated 2026-09-06
  11. WealthPlus Net Worth app icon

    WealthPlus Net Worth

    Andrew Little

    Track net with custom categories

    Track net across categories like banking, investments, and loans. Add custom categories and view trends with detailed charts. Compare current net to previous months. Set savings and investment goals. Secure financial data stays on the device.

    ★ 4.7805 ratingsFinance$0.99Data updated 2026-09-06
  12. RIQR app icon

    RIQR

    RIQR

    Track assets and manage your portfolio

    Manage and track financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  13. Windsor Wealth app icon

    Windsor Wealth

    Windsor Wealth Management, Inc.

    Check balances and contact your team

    Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  14. 5paisa: Demat, Stocks & IPO app icon

    5paisa: Demat, Stocks & IPO

    5paisa Capital Limited

    Trade stocks, track portfolios, manage investments

    Open Demat accounts with a paperless process in under 5 minutes. Place trades with flat brokerage rates. Track portfolio performance and set investment goals. Receive real-time market data and alerts. Manage transactions and view trade history.

    ★ 4.4386 ratingsFinanceFreeData updated 2026-09-11
  15. Investcorp Wealth app icon

    Investcorp Wealth

    Investcorp Holdings B.S.C. (c)

    Invest in alternative assets and manage

    Create an account and allocate capital to alternative investments. Monitor portfolio performance with transparent reporting. Access news and insights on global markets. Track investment opportunities and manage capital distributions.

    ★ 4.48 ratingsFinanceFreeData updated 2026-09-06
  16. Zoe Financial app icon

    Zoe Financial

    ZOE FINANCIAL INC.

    Access accounts, invest, track growth

    Access account balance, investment performance, and current holdings. View transfer status and transaction history including deposits and withdrawals. Receive updates on investment account growth.

    ★ 4.77 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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