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 61–80 of 1,000 ranked alternatives.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
ANB Capital - Global
Arab National Investment Company
Place orders and track market data
Place buy, sell, amend, cancel, market, and limit orders. Trade call and put options. Subscribe to real-time quotes. Receive advisory notifications for investment opportunities. Create custom and smart watchlists.
Alpine Capital Bank - Mobile
Alpine Capital Bank
View accounts, track transactions, set alerts, deposit
View account balances and transaction history. Access monthly statements and set up alerts. Deposit checks by photo. Initiate transfers and pay bills directly. Manage accounts from any location using a device.
Endowus
Endowus Technologies Pte. Ltd.
Invest in diversified portfolios
Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.
Private Client Services
The Capital Group Companies Inc.
Check balances and review assets
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.