Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
Showing 201–220 of 1,000 ranked alternatives.
8FIGURES Inc.
Track portfolios, analyze risks, invest wisely
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
Esquire Bank FSB
Track payments and view balances
Monitor account balances and transaction history 24/7. View pending transactions and check outstanding loan balances. Access check images and send secure messages. Pay bills, transfer funds between accounts, and create or cancel transfers.
Jaynath Infotech Private Limited
Track IPO alerts and apply easily
Track real-time Grey Market updates with notifications. Access live IPO subscription data and detailed insights. Download pre-filled IPO forms for offline applications. Receive alerts for new IPOs and market changes.
BrightPlan LLC
Track goals, plan budgets, manage finances
Manage finances with personalized planning, goal tracking, and budgeting tools. Set financial goals and receive tailored guidance. Access educational resources like articles and live sessions.
Industrial Alliance Insurance and Financial Services Inc.
Manage investments and track portfolios
Manage investments with real-time portfolio tracking and performance analysis. View detailed fund information and historical data. Place trades, set up recurring contributions, and access customer support through secure messaging.
Boku Labs Ltd
Buy and sell cryptocurrencies securely
Buy and sell cryptocurrencies with instant deposits via Apple Pay. Trade nearly any without fees. Earn higher passive returns through automated Strategies accounts. Manage investments with real-time performance tracking and secure access.
Aware Super Pty Ltd
Check balance and transactions
Check balance and view recent contributions and transactions. Set up Touch ID or Face ID for secure login. Update contact details and communications preferences. Check insurance cover and investment options.
Tradesk Technology, Inc.
Analyze portfolios and uncover opportunities
Analyze portfolio allocation and performance with AI insights. View real-time market impacts from news. Compare stocks against peers and sectors. Execute trades based on AI-driven insights.
Insiderwave inc.
Copy trades from top investors
Track stock trades of influential investors in real time. View purchase details and performance metrics. Copy trades with a few taps. Receive alerts on top investor activity. Analyze trade history and performance trends.
GuideStone Financial Resources
Track investments and view account details
Access investment overview and account details. View retirement plans and investment holdings. Track market performance and receive updates on account changes. Manage insurance policies and review coverage options.
Halfmore, Inc.
Save money, grow wealth, compound interest
Parents can open custodial IRAs for children aged 7 to 17 using everyday household tasks as earned income. Contributions grow tax-free with compound interest.
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