Apps Like OpenArc Client Portal for iPhone and iPad
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
OpenArc Client Portal screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
GWS&A
Global Wealth Strategies & Associates, LLC
View accounts, track balance, contact advisor
View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.
Morningstar for iPad
Morningstar, Inc.
Track portfolios, research stocks, monitor markets
Monitor market trends and track portfolio performance with real-time data. Research stocks, mutual funds, ETFs, and CEFs. View investment commentary, news, and videos. Customize portfolio tools and access comprehensive financial data.
CoinTracking
CoinTracking GmbH
Track crypto trades and generate tax reports
Import crypto trades from 110+ exchanges and wallets. Track portfolio value and unrealized gains. Generate tax reports and export data. Set up tax calculations and manage multiple crypto assets.
Republic: Private Investing
OpenDeal Inc.
Invest in startups, real estate, and games
Invest in startups, real estate, and video game projects. Create a free account to access various investment opportunities. Invest directly using a credit card. View investment options and manage your portfolio.
Paragon Advisor
Paragon Advisors, LLC
View portfolio values and contact your
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
Greenwood Gearhart Client App
Greenwood Gearhart Inc.
Access portfolio, track performance, review documents
Access portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .
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.
iCapital,LLC
iCapital, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages to your financial advisor. Request account changes or document downloads.
Avenue: Conta e Investimentos
Avenue Securities LLC
Open accounts and invest abroad
Manage international investments with access to NYSE and NASDAQ. Open a free account and trade stocks directly. Monitor portfolio performance and view real-time market data. Receive notifications for price changes and transaction confirmations.
Risevest
Rise Vest Technologies Limited
In assets and track your portfolio
In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.
Raiffeisen Invest — broker
ZAO Raiffeisenbank
And track your portfolio
Manage investment accounts with free access and zero fees for top-ups and withdrawals. View portfolio analytics, market summaries, and generate tax reports or account statements instantly.
Hohimer Wealth
Hohimer Wealth Management LLC
View portfolio, generate reports, store documents
View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.
Apex Capital
Apex Capital Corp
Manage trucking invoices on the go
Manage trucking business operations with real-time load paperwork uploads, access to account management features, and remote payment tracking. Monitor fleet performance, view financial reports, and manage invoices directly from a mobile device.
NDVR Wealth
NDVR INC
Manage portfolios and track performance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
blai
Blai Labs Inc.
Trade crypto with AI advisor
Manage cryptocurrency investments by chatting with an AI advisor. Research tokens, build portfolios, and execute trades through natural language commands. View real-time market data and track portfolio performance.
LIC Digital - NRI
Life Insurance Corporation of India
View product info, download brochures, calculate premiums,
Access product information, download plan brochures, use a premium calculator, and view benefit illustrations. Apply for policies, locate LIC offices, and manage account details through the .
TreasuryViewer
Treasury Viewer Inc.
Buy and view treasury securities securely
View TreasuryDirect® account details on your phone. Buy and trade treasury bonds without fees. Access securities information directly from the . Manage investments and track performance. No virtual keyboard input required.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.