Apps Like Auric Capital for iPhone and iPad
Manage client portfolios and communications
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Gold Scrap Calc
Matthew Wallace
Calculate metal value and track spot prices
Calculate precious metal values with adjustable percentage inputs. View live spot prices for , silver, platinum, and palladium. Access fact sheets and hallmark libraries. Compare prices using charts and market data.
Tamara | Own your Dream
Tamara FZE
Manage finances, , and own your dream
Manage finances with secure payment options, split payments into installments, or pay in full. Create accounts using ID and mobile number without paperwork. Track spending and access financial tools for budgeting and bill management.
Capital City Bank Mobile
Capital City Bank
View balances, track transactions, transfer funds, pay
View account balances and transaction history. Check alerts and manage account transfers. Pay bills and access all account types including checking, savings, money market, certificates of deposit, and loans.
S&P Capital IQ Pro
S&P Global Market Intelligence LLC
Access real-time data and market news
Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
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.
Morningstar Investor
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Strategas Macro Research
Strategas Research Partners, LLC
Access real-time market data and
Access reports, market analysis, and financial insights from Partners. Subscribe to view detailed macroeconomic forecasts, capital market trends, and corporate advisory content. Download and save reports for offline reading.
MissionForward
MISSION WEALTH MANAGEMENT, LLC
Access tools, stay informed, manage wealth
View curated newsfeed, blog posts, newsletters, and podcasts with a single click. Attend scheduled Zoom calls with your team and financial advisor. Access wealth management tools and market trend content. Stay updated on financial planning topics.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.