Apps Like Capstone RIA for iPhone and iPad
Capstone RIA screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
Veracity Capital
Veracity Capital, LLC
Access portfolio data securely
Access portfolio data and account information through a simple interface. View investment performance, transaction history, and client-specific reports. Request access through your primary contact.
Amazon Store Card
Synchrony Financial
Pay bills and view account activity
Manage your or Secured by paying bills, accessing statements, and reviewing account activity with transaction details. View rewards points, set alerts, and check your credit score. Edit your profile and request a credit line increase.
Fiducient Advisors
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
Bread Financial
Bread Financial Holdings, Inc.
Access accounts and manage credit cards
Manage credit card accounts with access to payment features, reward redemption, and transaction history. View balances and transaction details. Log in using existing credentials. Track spending and manage multiple card accounts.
First Oak Wealth Management
First Oak Wealth Management LLC
Access portfolio data securely
Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.
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.
Mercury Cards
Mercury Financial LLC
Pay with personalized amounts
Manage credit card payments with personalized amounts and scheduling options. Split payments into monthly installments. Set up automated monthly payments. View payment history and transaction details. Adjust payment preferences and track balances.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.