Apps Like Intelligent Capitalworks App for iPhone and iPad
Intelligent Capitalworks App screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Fiduciary Trust International
Fiduciary Trust Company International
Manage accounts and view balances
View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.
UBS Wealth Management
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
EFE
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
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.
ICICI Prudential Life App
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED
Plan, manage, and review insurance policies
Manage and health insurance policies with policy tracking and renewal reminders. Calculate premiums using tax and pension calculators. View coverage details and submit claims directly. Access policy documents and contact support for assistance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.