Best PSALM Capital alternatives: apps like PSALM Capital

Whether you want more options like PSALM Capital 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.

Top Alternatives to PSALM Capital

Communify Pro+ by JBI Holdings

Unifying market & client data

Editor's Choice

5.0(1 ratings)

Free

Track your private assets and overall net worth across various asset classes. Gain insights into your top holdings and analyze specific companies to make informed financial decisions.

Finextra Pro+ by Finextra

Strong Contender

0.0(0 ratings)

Free

Communify App by JBI Holdings

Unifying market & client data

Worth Considering

Seven Post Custodian Access

5.0(4 ratings)

Free

Track your private assets and overall net worth across various asset classes. Gain insights with detailed company analysis, top holdings, and all positions to make informed financial decisions.

More apps like PSALM Capital

by Seven Post Investment Office LP

View account profiles and balancesTrack holdings and gains/lossesMonitor market value and cash availability

View your Pershing-custodied accounts directly on your mobile device. Access account profiles, balances, holdings, and historical statements. Exclusively for clients of Seven Post Investment Office.

(1)

Finextra Pro

Stocks, Data & Analysis

Portfolio monitoring with news and eventsQuarterly and annual financial metric evaluationStock trend exploration with charts

Access real-time financial data, market updates, and in-depth stock analysis. Monitor portfolios, evaluate company performance with key metrics, and explore stock trends using advanced charts. Gain insights from AI-generated overviews and global macroeconomic factors.

(19)

TriState Capital Bank Consumer

by Tristate Capital Holdings, Inc.

View account balancesCheck transaction detailsTransfer money between accounts

Manage your finances on the go with this mobile banking app. View account balances, transaction details, and transfer funds between your accounts. You can also place stop payments on checks directly from your device.

(10)

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Investcorp Wealth

Alternative investments

Alternative investment accessCapital allocationTransparent reporting

Access a diverse range of alternative investment opportunities with transparent reporting and performance monitoring. Stay informed with market insights and the latest global news.

(8)

by SkyPoint Federal Credit Union

SkyPoint FCU

Account balance and historyRemote deposit captureElectronic funds transfer

Manage your finances conveniently and securely on the go with this mobile banking application. Access account details, transfer funds, pay bills, and deposit checks remotely. Locate ATMs and branches, and manage your cash back offers.

free with in-app purchases

(1.2K)

by William Blair & Company

My William Blair

Account portfolio value trackingDocument access and downloadInteractive charts and views

Access your account portfolio value, documents, and interactive charts securely on your mobile device. The app offers optimized reports and improved navigation for easy access to financial information.

(17)

AI portfolio and tax guidance

Mezzi Wealth

AI-powered portfolio insightsTax-saving opportunitiesFee reduction recommendations

This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.

(116)

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