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 41–60 of 1,000 ranked alternatives.
Hedge Fund Pages
CDSNG Consulting
Find RIAs by name, city, or state
Search for Registered Investment Advisers by name, city, state, country, or Reg AUM. View Regulatory AUM, address, contact info, control persons, and details. Purchase AUM range filters for funds, private equity, and venture capital funds.
Africa Private Equity News
AFRICA PRIVATE EQUITY NEWS
Track deals and trends in African PE
Access real-time updates on African and venture capital deals. Track trends, read industry insights, and connect with professionals. Subscribe to newsletters and save articles for later. Share content with contacts via email or social media.
BKM Wealth
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
Commercial Capital Bank
Commercial Capital Bank
Check balances, make transfers, pay bills
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills, edit scheduled payments, and view payment history.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.