Apps Like Capital Vault for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
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.
Bitfolio - Crypto, Stocks, FX
Timelabs Ltd
Track assets, stocks, and crypto without
Track and manage investments across cryptocurrencies, stocks, forex, savings, and tangible assets like real estate and artwork. Add, edit, or remove assets from the portfolio. View detailed performance metrics and historical data.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Atlantic Union Bank Wealth
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.