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.
Empower Personal Dashboard™
Personal Capital Corporation
Track expenses, plan budgets, manage accounts
Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.
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 .
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.
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.
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.