Access and manage your investment portfolios from your mobile device. View real-time performance, transactions, holdings, and income estimates for your investments.



10+ similar apps compared and reviewed
Whether you want more options like Brown Shipley or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.







Access and manage your investment portfolios from your mobile device. View real-time performance, transactions, holdings, and income estimates for your investments.






Securely access and manage your investment portfolio on your smartphone. View portfolio value, holdings, transactions, and historical data. Stay informed with market insights and contact your investment team directly.




This app automatically counts your days and nights based on your current location, simplifying tax and residency tracking. Log past trips, plan future stays, and attach proof for your travels. Generate downloadable reports for tax purposes and receive timely reminders.






Access your investment portfolio 24/7 with secure valuations, statements, and important documents. Communicate directly and share files with your Investment Manager through a protected messaging system.



